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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 | $27,939 | $178,174-84.3% | $156,181-82.1% | $137,256-79.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 19.37% | 84.19%-64.8pp | 64.87%-45.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $978 | $4,972-80.3% | $4,294-77.2% | $4,156-76.5% |
| Participant deferral / active EE | $2,992 | $6,888-56.6% | $6,132-51.2% | $6,407-53.3% |
| Admin fee / account holder | $452 | $17,404-97.4% | $14,586-96.9% | $12,270-96.3% |