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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 | $38,335 | $154,228-75.1% | $145,433-73.6% | $137,256-72.1% |
| Participation rate | 47.1% | 83.8%-36.7pp | 82.1%-35.1pp | 80.0%-32.9pp |
| Annual return | 15.82% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $726 | $4,804-84.9% | $4,554-84.1% | $4,156-82.5% |
| Participant deferral / active EE | $3,103 | $8,216-62.2% | $7,897-60.7% | $6,407-51.6% |
| Admin fee / account holder | $2,048 | $14,344-85.7% | $13,129-84.4% | $12,270-83.3% |