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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 | $27,352 | $183,627-85.1% | $155,602-82.4% | $145,978-81.3% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 15.84% | 61.32%-45.5pp | 64.81%-49.0pp | 550.52%-534.7pp |
| Employer contribution / active EE | $675 | $5,316-87.3% | $4,675-85.6% | $4,662-85.5% |
| Participant deferral / active EE | $2,328 | $6,466-64.0% | $5,629-58.6% | $6,690-65.2% |
| Admin fee / account holder | $1,419 | $19,327-92.7% | $15,923-91.1% | $13,400-89.4% |