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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 | $35,430 | $162,136-78.1% | $152,301-76.7% | $154,746-77.1% |
| Participation rate | 35.0% | 84.1%-49.1pp | 82.4%-47.4pp | 80.7%-45.7pp |
| Annual return | 13.40% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $758 | $4,890-84.5% | $4,624-83.6% | $4,379-82.7% |
| Participant deferral / active EE | $2,727 | $8,341-67.3% | $8,004-65.9% | $6,730-59.5% |
| Admin fee / account holder | $11,242 | $15,759-28.7% | $14,398-21.9% | $14,365-21.7% |