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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 | $26,059 | $148,629-82.5% | $135,982-80.8% | $139,487-81.3% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 16.02% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $980 | $5,247-81.3% | $4,859-79.8% | $4,755-79.4% |
| Participant deferral / active EE | $4,697 | $8,102-42.0% | $7,760-39.5% | $6,713-30.0% |
| Admin fee / account holder | $829 | $12,406-93.3% | $10,767-92.3% | $11,407-92.7% |