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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 | $132,099-71.9% | $115,599-67.9% | $138,895-73.3% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.3%-19.7pp | 79.9%-25.4pp |
| Annual return | 18.10% | 176.76%-158.7pp | 111.10%-93.0pp | 145.39%-127.3pp |
| Employer contribution / active EE | $622 | $3,416-81.8% | $2,955-79.0% | $4,194-85.2% |
| Participant deferral / active EE | $2,358 | $5,617-58.0% | $4,889-51.8% | $6,396-63.1% |
| Admin fee / account holder | $524 | $15,650-96.7% | $12,841-95.9% | $12,562-95.8% |