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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 | $27,605 | $183,592-85.0% | $155,574-82.3% | $145,877-81.1% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 11.11% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $985 | $5,317-81.5% | $4,676-78.9% | $4,663-78.9% |
| Participant deferral / active EE | $1,854 | $6,466-71.3% | $5,629-67.1% | $6,691-72.3% |
| Admin fee / account holder | $9,132 | $19,316-52.7% | $15,914-42.6% | $13,402-31.9% |