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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 | $36,030 | $162,136-77.8% | $152,301-76.3% | $154,746-76.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 18.72% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $871 | $4,890-82.2% | $4,624-81.2% | $4,379-80.1% |
| Participant deferral / active EE | $4,956 | $8,341-40.6% | $8,004-38.1% | $6,730-26.4% |
| Admin fee / account holder | $433 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |