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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 | $37,047 | $157,296-76.4% | $141,191-73.8% | $152,897-75.8% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 27.91% | 64.34%-36.4pp | 71.41%-43.5pp | 345.43%-317.5pp |
| Employer contribution / active EE | $715 | $5,262-86.4% | $4,736-84.9% | $4,764-85.0% |
| Participant deferral / active EE | $4,379 | $7,111-38.4% | $6,710-34.7% | $5,851-25.2% |
| Admin fee / account holder | $805 | $12,125-93.4% | $10,264-92.2% | $11,599-93.1% |