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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 | $59,238 | $201,372-70.6% | $184,260-67.9% | $145,884-59.4% |
| Participation rate | 44.4% | 87.5%-43.0pp | 86.8%-42.4pp | 80.3%-35.9pp |
| Annual return | 10.48% | 29.04%-18.6pp | 28.84%-18.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,083 | $7,024-84.6% | $6,427-83.1% | $4,662-76.8% |
| Participant deferral / active EE | $4,461 | $9,808-54.5% | $9,133-51.2% | $6,690-33.3% |
| Admin fee / account holder | $7,757 | $16,362-52.6% | $13,898-44.2% | $13,392-42.1% |