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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 | $42,738 | $165,399-74.2% | $149,745-71.5% | $158,982-73.1% |
| Participation rate | 26.7% | 84.6%-57.9pp | 82.5%-55.8pp | 82.0%-55.3pp |
| Annual return | 14.93% | 348.34%-333.4pp | 276.72%-261.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $822 | $5,105-83.9% | $4,646-82.3% | $4,763-82.7% |
| Participant deferral / active EE | $2,718 | $7,183-62.2% | $6,843-60.3% | $5,983-54.6% |
| Admin fee / account holder | $9,915 | $10,811-8.3% | $9,312+6.5% | $11,252-11.9% |