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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 | $27,412 | $156,398-82.5% | $147,318-81.4% | $138,895-80.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 31.14% | 78.75%-47.6pp | 70.43%-39.3pp | 145.39%-114.3pp |
| Employer contribution / active EE | $626 | $4,853-87.1% | $4,593-86.4% | $4,194-85.1% |
| Participant deferral / active EE | $3,419 | $8,237-58.5% | $7,906-56.8% | $6,396-46.6% |
| Admin fee / account holder | $879 | $14,976-94.1% | $13,708-93.6% | $12,562-93.0% |