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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 | $39,888 | $129,737-69.3% | $119,126-66.5% | $154,746-74.2% |
| Participation rate | 45.5% | 78.9%-33.4pp | 75.8%-30.3pp | 80.7%-35.2pp |
| Annual return | 19.99% | 379.08%-359.1pp | 282.11%-262.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $859 | $4,375-80.4% | $4,034-78.7% | $4,379-80.4% |
| Participant deferral / active EE | $3,071 | $5,842-47.4% | $5,318-42.3% | $6,730-54.4% |
| Admin fee / account holder | $530 | $11,961-95.6% | $10,693-95.0% | $14,365-96.3% |