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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 | $36,157 | $183,516-80.3% | $155,534-76.8% | $145,884-75.2% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 8.90% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $924 | $5,315-82.6% | $4,675-80.2% | $4,662-80.2% |
| Participant deferral / active EE | $4,100 | $6,467-36.6% | $5,630-27.2% | $6,690-38.7% |
| Admin fee / account holder | $2,844 | $19,293-85.3% | $15,900-82.1% | $13,392-78.8% |