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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 | $35,796 | $166,268-78.5% | $165,100-78.3% | $145,897-75.5% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 16.60% | 100.52%-83.9pp | 70.21%-53.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $581 | $5,284-89.0% | $4,348-86.6% | $4,663-87.5% |
| Participant deferral / active EE | $3,122 | $6,964-55.2% | $6,035-48.3% | $6,689-53.3% |
| Admin fee / account holder | $1,167 | $16,659-93.0% | $12,696-90.8% | $13,390-91.3% |