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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 | $34,766 | $181,062-80.8% | $158,223-78.0% | $155,188-77.6% |
| Participation rate | 69.2% | 82.7%-13.4pp | 79.2%-10.0pp | 80.8%-11.6pp |
| Annual return | 16.13% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $894 | $4,565-80.4% | $4,109-78.2% | $4,248-78.9% |
| Participant deferral / active EE | $2,450 | $6,134-60.1% | $5,467-55.2% | $6,531-62.5% |
| Admin fee / account holder | $479 | $18,825-97.5% | $16,047-97.0% | $14,480-96.7% |