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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 | $40,376 | $154,228-73.8% | $145,433-72.2% | $137,256-70.6% |
| Participation rate | 40.9% | 83.8%-42.9pp | 82.1%-41.2pp | 80.0%-39.1pp |
| Annual return | 15.78% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $696 | $4,804-85.5% | $4,554-84.7% | $4,156-83.3% |
| Participant deferral / active EE | $3,157 | $8,216-61.6% | $7,897-60.0% | $6,407-50.7% |
| Admin fee / account holder | $2,995 | $14,344-79.1% | $13,129-77.2% | $12,270-75.6% |