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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 | $53,351 | $172,111-69.0% | $150,298-64.5% | $137,256-61.1% |
| Participation rate | 31.8% | 81.7%-49.9pp | 77.8%-45.9pp | 80.0%-48.1pp |
| Annual return | 15.60% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $504 | $4,636-89.1% | $4,154-87.9% | $4,156-87.9% |
| Participant deferral / active EE | $1,635 | $6,166-73.5% | $5,453-70.0% | $6,407-74.5% |
| Admin fee / account holder | $2,733 | $16,471-83.4% | $14,116-80.6% | $12,270-77.7% |