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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 | $33,343 | $223,823-85.1% | $211,142-84.2% | $154,746-78.5% |
| Participation rate | 40.0% | 87.9%-47.9pp | 87.3%-47.3pp | 80.7%-40.7pp |
| Annual return | 17.89% | 50.39%-32.5pp | 46.84%-28.9pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,216 | $6,787-82.1% | $6,442-81.1% | $4,379-72.2% |
| Participant deferral / active EE | $6,909 | $9,750-29.1% | $9,284-25.6% | $6,730+2.7% |
| Admin fee / account holder | $29,752 | $19,707+51.0% | $19,076+56.0% | $14,365+107.1% |