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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 | $25,778 | $185,312-86.1% | $161,489-84.0% | $154,746-83.3% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 13.91% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $969 | $4,769-79.7% | $4,268-77.3% | $4,379-77.9% |
| Participant deferral / active EE | $3,053 | $6,350-51.9% | $5,630-45.8% | $6,730-54.6% |
| Admin fee / account holder | $3,686 | $18,654-80.2% | $16,006-77.0% | $14,365-74.3% |