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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 | $32,249 | $201,344-84.0% | $184,243-82.5% | $145,877-77.9% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 12.25% | 29.01%-16.8pp | 28.82%-16.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $974 | $7,022-86.1% | $6,427-84.9% | $4,663-79.1% |
| Participant deferral / active EE | $5,317 | $9,807-45.8% | $9,132-41.8% | $6,691-20.5% |
| Admin fee / account holder | $14,666 | $16,382-10.5% | $13,914+5.4% | $13,402+9.4% |