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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 | $31,122 | $118,496-73.7% | $98,461-68.4% | $139,466-77.7% |
| Participation rate | 64.7% | 77.5%-12.8pp | 75.2%-10.5pp | 80.3%-15.6pp |
| Annual return | 24.86% | 18.96%+5.9pp | 21.17%+3.7pp | 373.66%-348.8pp |
| Employer contribution / active EE | $693 | $3,611-80.8% | $3,049-77.3% | $4,754-85.4% |
| Participant deferral / active EE | $4,730 | $5,393-12.3% | $4,738-0.2% | $6,712-29.5% |
| Admin fee / account holder | $739 | $14,056-94.7% | $8,961-91.7% | $11,409-93.5% |