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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 | $34,702 | $172,111-79.8% | $150,298-76.9% | $137,256-74.7% |
| Participation rate | 47.1% | 81.7%-34.7pp | 77.8%-30.7pp | 80.0%-32.9pp |
| Annual return | 17.07% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $613 | $4,636-86.8% | $4,154-85.2% | $4,156-85.2% |
| Participant deferral / active EE | $3,242 | $6,166-47.4% | $5,453-40.5% | $6,407-49.4% |
| Admin fee / account holder | $2,386 | $16,471-85.5% | $14,116-83.1% | $12,270-80.6% |