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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 | $37,744 | $165,361-77.2% | $149,715-74.8% | $158,950-76.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 15.71% | 348.24%-332.5pp | 276.66%-260.9pp | 302.91%-287.2pp |
| Employer contribution / active EE | $868 | $5,103-83.0% | $4,645-81.3% | $4,762-81.8% |
| Participant deferral / active EE | $4,097 | $7,182-43.0% | $6,842-40.1% | $5,983-31.5% |
| Admin fee / account holder | $4,636 | $10,808-57.1% | $9,310-50.2% | $11,248-58.8% |