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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,835 | $157,829-75.4% | $136,867-71.6% | $198,609-80.4% |
| Participation rate | 65.0% | 77.2%-12.2pp | 74.5%-9.5pp | 82.4%-17.4pp |
| Annual return | 17.99% | 51.25%-33.3pp | 42.97%-25.0pp | 202.70%-184.7pp |
| Employer contribution / active EE | $636 | $3,923-83.8% | $3,547-82.1% | $5,055-87.4% |
| Participant deferral / active EE | $4,782 | $5,463-12.5% | $4,924-2.9% | $6,977-31.5% |
| Admin fee / account holder | $527 | $11,107-95.3% | $10,340-94.9% | $19,030-97.2% |