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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 | $39,296 | $165,381-76.2% | $149,730-73.8% | $158,966-75.3% |
| Participation rate | 56.3% | 84.6%-28.3pp | 82.5%-26.2pp | 82.0%-25.7pp |
| Annual return | 17.99% | 348.29%-330.3pp | 276.70%-258.7pp | 302.95%-285.0pp |
| Employer contribution / active EE | $857 | $5,104-83.2% | $4,645-81.6% | $4,762-82.0% |
| Participant deferral / active EE | $3,216 | $7,182-55.2% | $6,843-53.0% | $5,983-46.3% |
| Admin fee / account holder | $4,646 | $10,809-57.0% | $9,310-50.1% | $11,250-58.7% |