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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 | $30,698 | $125,190-75.5% | $105,624-70.9% | $145,897-79.0% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 10.54% | 225.22%-214.7pp | 116.20%-105.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $704 | $3,720-81.1% | $3,168-77.8% | $4,663-84.9% |
| Participant deferral / active EE | $4,311 | $5,716-24.6% | $5,013-14.0% | $6,689-35.6% |
| Admin fee / account holder | $5,927 | $17,138-65.4% | $10,961-45.9% | $13,390-55.7% |