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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 | $40,779 | $134,817-69.8% | $123,973-67.1% | $155,188-73.7% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.7%-33.8pp | 80.8%-37.9pp |
| Annual return | 8.15% | 515.49%-507.3pp | 388.13%-380.0pp | 148.84%-140.7pp |
| Employer contribution / active EE | $743 | $4,425-83.2% | $4,126-82.0% | $4,248-82.5% |
| Participant deferral / active EE | $4,591 | $5,706-19.5% | $5,247-12.5% | $6,531-29.7% |
| Admin fee / account holder | $1,791 | $13,245-86.5% | $11,799-84.8% | $14,480-87.6% |