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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 | $31,542 | $165,381-80.9% | $149,730-78.9% | $158,966-80.2% |
| Participation rate | 35.3% | 84.6%-49.3pp | 82.5%-47.2pp | 82.0%-46.7pp |
| Annual return | 21.22% | 348.29%-327.1pp | 276.70%-255.5pp | 302.95%-281.7pp |
| Employer contribution / active EE | $654 | $5,104-87.2% | $4,645-85.9% | $4,762-86.3% |
| Participant deferral / active EE | $2,360 | $7,182-67.1% | $6,843-65.5% | $5,983-60.6% |
| Admin fee / account holder | $537 | $10,809-95.0% | $9,310-94.2% | $11,250-95.2% |