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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 | $38,585 | $183,516-79.0% | $155,534-75.2% | $145,884-73.6% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 21.78% | 61.43%-39.6pp | 64.92%-43.1pp | 551.85%-530.1pp |
| Employer contribution / active EE | $804 | $5,315-84.9% | $4,675-82.8% | $4,662-82.8% |
| Participant deferral / active EE | $2,974 | $6,467-54.0% | $5,630-47.2% | $6,690-55.5% |
| Admin fee / account holder | $5,068 | $19,293-73.7% | $15,900-68.1% | $13,392-62.2% |