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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 | $24,213 | $183,516-86.8% | $155,534-84.4% | $145,884-83.4% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 8.81% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $541 | $5,315-89.8% | $4,675-88.4% | $4,662-88.4% |
| Participant deferral / active EE | $2,131 | $6,467-67.1% | $5,630-62.2% | $6,690-68.2% |
| Admin fee / account holder | $890 | $19,293-95.4% | $15,900-94.4% | $13,392-93.4% |