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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 | $43,181 | $172,111-74.9% | $150,298-71.3% | $137,256-68.5% |
| Participation rate | 30.0% | 81.7%-51.7pp | 77.8%-47.8pp | 80.0%-50.0pp |
| Annual return | 19.03% | 69.37%-50.3pp | 62.79%-43.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $518 | $4,636-88.8% | $4,154-87.5% | $4,156-87.5% |
| Participant deferral / active EE | $3,010 | $6,166-51.2% | $5,453-44.8% | $6,407-53.0% |
| Admin fee / account holder | $381 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |