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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 | $29,087 | $174,379-83.3% | $152,093-80.9% | $138,895-79.1% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 14.67% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $757 | $4,652-83.7% | $4,175-81.9% | $4,194-82.0% |
| Participant deferral / active EE | $1,751 | $6,159-71.6% | $5,451-67.9% | $6,396-72.6% |
| Admin fee / account holder | $1,229 | $16,880-92.7% | $14,497-91.5% | $12,562-90.2% |