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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 | $32,616 | $129,737-74.9% | $119,126-72.6% | $154,746-78.9% |
| Participation rate | 28.6% | 78.9%-50.3pp | 75.8%-47.2pp | 80.7%-52.1pp |
| Annual return | 22.91% | 379.08%-356.2pp | 282.11%-259.2pp | 172.34%-149.4pp |
| Employer contribution / active EE | $563 | $4,375-87.1% | $4,034-86.0% | $4,379-87.1% |
| Participant deferral / active EE | $3,167 | $5,842-45.8% | $5,318-40.4% | $6,730-52.9% |
| Admin fee / account holder | $550 | $11,961-95.4% | $10,693-94.9% | $14,365-96.2% |