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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 | $37,460 | $148,582-74.8% | $135,942-72.4% | $139,456-73.1% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 18.35% | 79.26%-60.9pp | 68.28%-49.9pp | 373.45%-355.1pp |
| Employer contribution / active EE | $621 | $5,245-88.2% | $4,858-87.2% | $4,753-86.9% |
| Participant deferral / active EE | $2,866 | $8,101-64.6% | $7,759-63.1% | $6,711-57.3% |
| Admin fee / account holder | $1,647 | $12,402-86.7% | $10,764-84.7% | $11,407-85.6% |