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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 | $227,291-85.3% | $214,702-84.5% | $155,188-78.5% |
| Participation rate | 40.0% | 88.0%-48.0pp | 87.5%-47.5pp | 80.8%-40.8pp |
| Annual return | 17.89% | 60.08%-42.2pp | 54.55%-36.7pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,216 | $6,772-82.1% | $6,461-81.2% | $4,248-71.4% |
| Participant deferral / active EE | $6,909 | $9,582-27.9% | $9,147-24.5% | $6,531+5.8% |
| Admin fee / account holder | $29,752 | $20,413+45.8% | $19,830+50.0% | $14,480+105.5% |