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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 | $36,078 | $185,312-80.5% | $161,489-77.7% | $154,746-76.7% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 16.32% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $717 | $4,769-85.0% | $4,268-83.2% | $4,379-83.6% |
| Participant deferral / active EE | $6,131 | $6,350-3.4% | $5,630+8.9% | $6,730-8.9% |
| Admin fee / account holder | $1,695 | $18,654-90.9% | $16,006-89.4% | $14,365-88.2% |