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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 | $41,225 | $172,111-76.0% | $150,298-72.6% | $137,256-70.0% |
| Participation rate | 47.6% | 81.7%-34.1pp | 77.8%-30.1pp | 80.0%-32.3pp |
| Annual return | 16.46% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $137 | $4,636-97.0% | $4,154-96.7% | $4,156-96.7% |
| Participant deferral / active EE | $2,375 | $6,166-61.5% | $5,453-56.4% | $6,407-62.9% |
| Admin fee / account holder | $339 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |