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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 | $33,850 | $117,829-71.3% | $102,423-67.0% | $145,877-76.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.19% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.1pp |
| Employer contribution / active EE | $700 | $3,615-80.6% | $3,023-76.8% | $4,663-85.0% |
| Participant deferral / active EE | $2,805 | $5,732-51.1% | $5,054-44.5% | $6,691-58.1% |
| Admin fee / account holder | $978 | $13,335-92.7% | $9,455-89.7% | $13,402-92.7% |