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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 | $39,008 | $165,361-76.4% | $149,715-73.9% | $158,950-75.5% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 20.17% | 348.24%-328.1pp | 276.66%-256.5pp | 302.91%-282.7pp |
| Employer contribution / active EE | $278 | $5,103-94.6% | $4,645-94.0% | $4,762-94.2% |
| Participant deferral / active EE | $2,879 | $7,182-59.9% | $6,842-57.9% | $5,983-51.9% |
| Admin fee / account holder | $305 | $10,808-97.2% | $9,310-96.7% | $11,248-97.3% |