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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 | $28,104 | $209,336-86.6% | $197,124-85.7% | $137,256-79.5% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 34.73% | 48.09%-13.4pp | 44.34%-9.6pp | 220.34%-185.6pp |
| Employer contribution / active EE | $1,014 | $6,591-84.6% | $6,227-83.7% | $4,156-75.6% |
| Participant deferral / active EE | $4,136 | $9,614-57.0% | $9,135-54.7% | $6,407-35.4% |
| Admin fee / account holder | $2,125 | $17,308-87.7% | $16,298-87.0% | $12,270-82.7% |