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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 | $33,916 | $223,823-84.8% | $211,142-83.9% | $154,746-78.1% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 17.57% | 50.39%-32.8pp | 46.84%-29.3pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,394 | $6,787-79.5% | $6,442-78.4% | $4,379-68.2% |
| Participant deferral / active EE | $3,683 | $9,750-62.2% | $9,284-60.3% | $6,730-45.3% |
| Admin fee / account holder | $503 | $19,707-97.4% | $19,076-97.4% | $14,365-96.5% |