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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 | $33,563 | $148,629-77.4% | $135,982-75.3% | $139,487-75.9% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 22.38% | 79.33%-57.0pp | 68.32%-45.9pp | 373.84%-351.5pp |
| Employer contribution / active EE | $434 | $5,247-91.7% | $4,859-91.1% | $4,755-90.9% |
| Participant deferral / active EE | $3,859 | $8,102-52.4% | $7,760-50.3% | $6,713-42.5% |
| Admin fee / account holder | $1,458 | $12,406-88.2% | $10,767-86.5% | $11,407-87.2% |