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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 | $33,168 | $157,296-78.9% | $141,191-76.5% | $152,897-78.3% |
| Participation rate | 29.4% | 84.8%-55.4pp | 82.5%-53.1pp | 82.5%-53.0pp |
| Annual return | 24.53% | 64.34%-39.8pp | 71.41%-46.9pp | 345.43%-320.9pp |
| Employer contribution / active EE | $916 | $5,262-82.6% | $4,736-80.7% | $4,764-80.8% |
| Participant deferral / active EE | $3,268 | $7,111-54.0% | $6,710-51.3% | $5,851-44.1% |
| Admin fee / account holder | $6,113 | $12,125-49.6% | $10,264-40.4% | $11,599-47.3% |