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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 | $33,211 | $183,516-81.9% | $155,534-78.6% | $145,884-77.2% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 10.80% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $529 | $5,315-90.0% | $4,675-88.7% | $4,662-88.6% |
| Participant deferral / active EE | $1,835 | $6,467-71.6% | $5,630-67.4% | $6,690-72.6% |
| Admin fee / account holder | $1,183 | $19,293-93.9% | $15,900-92.6% | $13,392-91.2% |