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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 | $35,270 | $228,395-84.6% | $185,861-81.0% | $158,982-77.8% |
| Participation rate | 41.2% | 82.3%-41.1pp | 78.0%-36.9pp | 82.0%-40.8pp |
| Annual return | 9.30% | 40.82%-31.5pp | 35.96%-26.7pp | 302.99%-293.7pp |
| Employer contribution / active EE | $125 | $4,968-97.5% | $4,088-96.9% | $4,763-97.4% |
| Participant deferral / active EE | $2,503 | $6,417-61.0% | $5,634-55.6% | $5,983-58.2% |
| Admin fee / account holder | $1,632 | $11,869-86.2% | $9,503-82.8% | $11,252-85.5% |