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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 | $36,455 | $156,398-76.7% | $147,318-75.3% | $138,895-73.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 20.34% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $861 | $4,853-82.3% | $4,593-81.3% | $4,194-79.5% |
| Participant deferral / active EE | $2,613 | $8,237-68.3% | $7,906-66.9% | $6,396-59.1% |
| Admin fee / account holder | $885 | $14,976-94.1% | $13,708-93.5% | $12,562-93.0% |