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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 | $46,132 | $209,336-78.0% | $197,124-76.6% | $137,256-66.4% |
| Participation rate | 30.0% | 87.3%-57.3pp | 86.7%-56.7pp | 80.0%-50.0pp |
| Annual return | 27.43% | 48.09%-20.7pp | 44.34%-16.9pp | 220.34%-192.9pp |
| Employer contribution / active EE | $1,005 | $6,591-84.7% | $6,227-83.9% | $4,156-75.8% |
| Participant deferral / active EE | $3,349 | $9,614-65.2% | $9,135-63.3% | $6,407-47.7% |
| Admin fee / account holder | $1,315 | $17,308-92.4% | $16,298-91.9% | $12,270-89.3% |