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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 | $17,556 | $154,228-88.6% | $145,433-87.9% | $137,256-87.2% |
| Participation rate | 38.1% | 83.8%-45.7pp | 82.1%-44.0pp | 80.0%-41.9pp |
| Annual return | 98.02% | 74.59%+23.4pp | 66.58%+31.4pp | 220.34%-122.3pp |
| Employer contribution / active EE | $756 | $4,804-84.3% | $4,554-83.4% | $4,156-81.8% |
| Participant deferral / active EE | $2,503 | $8,216-69.5% | $7,897-68.3% | $6,407-60.9% |
| Admin fee / account holder | $462 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |