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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 | $37,074 | $139,948-73.5% | $121,663-69.5% | $154,746-76.0% |
| Participation rate | 54.5% | 78.0%-23.5pp | 74.5%-19.9pp | 80.7%-26.2pp |
| Annual return | 18.10% | 230.52%-212.4pp | 147.54%-129.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $622 | $3,521-82.3% | $3,020-79.4% | $4,379-85.8% |
| Participant deferral / active EE | $2,358 | $5,629-58.1% | $4,887-51.8% | $6,730-65.0% |
| Admin fee / account holder | $524 | $17,321-97.0% | $14,289-96.3% | $14,365-96.4% |