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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 | $44,545 | $199,109-77.6% | $173,730-74.4% | $154,746-71.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 9.72% | 20.02%-10.3pp | 19.96%-10.2pp | 172.34%-162.6pp |
| Employer contribution / active EE | $711 | $5,311-86.6% | $4,577-84.5% | $4,379-83.8% |
| Participant deferral / active EE | $3,071 | $7,113-56.8% | $6,326-51.4% | $6,730-54.4% |
| Admin fee / account holder | $541 | $20,916-97.4% | $17,523-96.9% | $14,365-96.2% |