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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 | $46,305 | $201,372-77.0% | $184,260-74.9% | $145,884-68.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 16.27% | 29.04%-12.8pp | 28.84%-12.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $737 | $7,024-89.5% | $6,427-88.5% | $4,662-84.2% |
| Participant deferral / active EE | $6,475 | $9,808-34.0% | $9,133-29.1% | $6,690-3.2% |
| Admin fee / account holder | $2,718 | $16,362-83.4% | $13,898-80.4% | $13,392-79.7% |