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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 | $38,141 | $129,737-70.6% | $119,126-68.0% | $154,746-75.4% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 19.61% | 379.08%-359.5pp | 282.11%-262.5pp | 172.34%-152.7pp |
| Employer contribution / active EE | $901 | $4,375-79.4% | $4,034-77.7% | $4,379-79.4% |
| Participant deferral / active EE | $2,181 | $5,842-62.7% | $5,318-59.0% | $6,730-67.6% |
| Admin fee / account holder | $374 | $11,961-96.9% | $10,693-96.5% | $14,365-97.4% |