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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 | $35,573 | $172,111-79.3% | $150,298-76.3% | $137,256-74.1% |
| Participation rate | 52.6% | 81.7%-29.1pp | 77.8%-25.1pp | 80.0%-27.3pp |
| Annual return | 12.35% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $805 | $4,636-82.6% | $4,154-80.6% | $4,156-80.6% |
| Participant deferral / active EE | $1,710 | $6,166-72.3% | $5,453-68.6% | $6,407-73.3% |
| Admin fee / account holder | $7,500 | $16,471-54.5% | $14,116-46.9% | $12,270-38.9% |