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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 | $40,742 | $172,111-76.3% | $150,298-72.9% | $137,256-70.3% |
| Participation rate | 27.3% | 81.7%-54.4pp | 77.8%-50.5pp | 80.0%-52.7pp |
| Annual return | 16.41% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $580 | $4,636-87.5% | $4,154-86.0% | $4,156-86.0% |
| Participant deferral / active EE | $1,976 | $6,166-67.9% | $5,453-63.8% | $6,407-69.2% |
| Admin fee / account holder | $1,428 | $16,471-91.3% | $14,116-89.9% | $12,270-88.4% |