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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 | $33,130 | $165,381-80.0% | $149,730-77.9% | $158,966-79.2% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 12.57% | 348.29%-335.7pp | 276.70%-264.1pp | 302.95%-290.4pp |
| Employer contribution / active EE | $112 | $5,104-97.8% | $4,645-97.6% | $4,762-97.7% |
| Participant deferral / active EE | $4,674 | $7,182-34.9% | $6,843-31.7% | $5,983-21.9% |
| Admin fee / account holder | $2,585 | $10,809-76.1% | $9,310-72.2% | $11,250-77.0% |