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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 | $162,136-76.4% | $152,301-74.8% | $154,746-75.2% |
| Participation rate | 47.1% | 84.1%-37.0pp | 82.4%-35.4pp | 80.7%-33.6pp |
| Annual return | 15.82% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $726 | $4,890-85.1% | $4,624-84.3% | $4,379-83.4% |
| Participant deferral / active EE | $3,103 | $8,341-62.8% | $8,004-61.2% | $6,730-53.9% |
| Admin fee / account holder | $2,048 | $15,759-87.0% | $14,398-85.8% | $14,365-85.7% |