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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 | $35,443 | $165,381-78.6% | $149,730-76.3% | $158,966-77.7% |
| Participation rate | 56.3% | 84.6%-28.3pp | 82.5%-26.2pp | 82.0%-25.7pp |
| Annual return | 13.44% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.5pp |
| Employer contribution / active EE | $517 | $5,104-89.9% | $4,645-88.9% | $4,762-89.1% |
| Participant deferral / active EE | $2,929 | $7,182-59.2% | $6,843-57.2% | $5,983-51.0% |
| Admin fee / account holder | $3,293 | $10,809-69.5% | $9,310-64.6% | $11,250-70.7% |