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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 | $44,673 | $183,592-75.7% | $155,574-71.3% | $145,877-69.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 11.05% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $408 | $5,317-92.3% | $4,676-91.3% | $4,663-91.3% |
| Participant deferral / active EE | $2,550 | $6,466-60.6% | $5,629-54.7% | $6,691-61.9% |
| Admin fee / account holder | $2,049 | $19,316-89.4% | $15,914-87.1% | $13,402-84.7% |