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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 | $20,270 | $162,136-87.5% | $152,301-86.7% | $154,746-86.9% |
| Participation rate | 38.9% | 84.1%-45.2pp | 82.4%-43.6pp | 80.7%-41.8pp |
| Annual return | 19.77% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.6pp |
| Employer contribution / active EE | $739 | $4,890-84.9% | $4,624-84.0% | $4,379-83.1% |
| Participant deferral / active EE | $3,060 | $8,341-63.3% | $8,004-61.8% | $6,730-54.5% |
| Admin fee / account holder | $1,351 | $15,759-91.4% | $14,398-90.6% | $14,365-90.6% |