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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 | $55,391 | $223,823-75.3% | $211,142-73.8% | $154,746-64.2% |
| Participation rate | 36.4% | 87.9%-51.5pp | 87.3%-50.9pp | 80.7%-44.3pp |
| Annual return | 11.56% | 50.39%-38.8pp | 46.84%-35.3pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,118 | $6,787-83.5% | $6,442-82.6% | $4,379-74.5% |
| Participant deferral / active EE | $3,464 | $9,750-64.5% | $9,284-62.7% | $6,730-48.5% |
| Admin fee / account holder | $17,836 | $19,707-9.5% | $19,076-6.5% | $14,365+24.2% |