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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 | $32,351 | $183,592-82.4% | $155,574-79.2% | $145,877-77.8% |
| Participation rate | 38.1% | 82.7%-44.6pp | 78.2%-40.1pp | 80.3%-42.2pp |
| Annual return | 10.96% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $687 | $5,317-87.1% | $4,676-85.3% | $4,663-85.3% |
| Participant deferral / active EE | $2,812 | $6,466-56.5% | $5,629-50.0% | $6,691-58.0% |
| Admin fee / account holder | $471 | $19,316-97.6% | $15,914-97.0% | $13,402-96.5% |