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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 | $32,922 | $178,174-81.5% | $156,181-78.9% | $137,256-76.0% |
| Participation rate | 31.8% | 82.0%-50.2pp | 78.8%-47.0pp | 80.0%-48.1pp |
| Annual return | 22.87% | 84.19%-61.3pp | 64.87%-42.0pp | 220.34%-197.5pp |
| Employer contribution / active EE | $830 | $4,972-83.3% | $4,294-80.7% | $4,156-80.0% |
| Participant deferral / active EE | $4,249 | $6,888-38.3% | $6,132-30.7% | $6,407-33.7% |
| Admin fee / account holder | $1,418 | $17,404-91.8% | $14,586-90.3% | $12,270-88.4% |