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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 | $21,948 | $148,582-85.2% | $135,942-83.9% | $139,456-84.3% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 19.47% | 79.26%-59.8pp | 68.28%-48.8pp | 373.45%-354.0pp |
| Employer contribution / active EE | $642 | $5,245-87.8% | $4,858-86.8% | $4,753-86.5% |
| Participant deferral / active EE | $2,862 | $8,101-64.7% | $7,759-63.1% | $6,711-57.4% |
| Admin fee / account holder | $3,366 | $12,402-72.9% | $10,764-68.7% | $11,407-70.5% |