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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 | $34,464 | $183,592-81.2% | $155,574-77.8% | $145,877-76.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 14.89% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $902 | $5,317-83.0% | $4,676-80.7% | $4,663-80.7% |
| Participant deferral / active EE | $3,197 | $6,466-50.6% | $5,629-43.2% | $6,691-52.2% |
| Admin fee / account holder | $971 | $19,316-95.0% | $15,914-93.9% | $13,402-92.8% |