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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 | $38,935 | $148,582-73.8% | $135,942-71.4% | $139,456-72.1% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 16.32% | 79.26%-62.9pp | 68.28%-52.0pp | 373.45%-357.1pp |
| Employer contribution / active EE | $999 | $5,245-81.0% | $4,858-79.4% | $4,753-79.0% |
| Participant deferral / active EE | $3,257 | $8,101-59.8% | $7,759-58.0% | $6,711-51.5% |
| Admin fee / account holder | $2,655 | $12,402-78.6% | $10,764-75.3% | $11,407-76.7% |