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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 | $23,448 | $183,516-87.2% | $155,534-84.9% | $145,884-83.9% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 9.00% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,003 | $5,315-81.1% | $4,675-78.5% | $4,662-78.5% |
| Participant deferral / active EE | $2,977 | $6,467-54.0% | $5,630-47.1% | $6,690-55.5% |
| Admin fee / account holder | $2,508 | $19,293-87.0% | $15,900-84.2% | $13,392-81.3% |