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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 | $31,604 | $183,516-82.8% | $155,534-79.7% | $145,884-78.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.07% | 61.43%-49.4pp | 64.92%-52.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $916 | $5,315-82.8% | $4,675-80.4% | $4,662-80.3% |
| Participant deferral / active EE | $2,584 | $6,467-60.0% | $5,630-54.1% | $6,690-61.4% |
| Admin fee / account holder | $307 | $19,293-98.4% | $15,900-98.1% | $13,392-97.7% |