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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 | $59,146 | $118,488-50.1% | $98,462-39.9% | $139,487-57.6% |
| Participation rate | 40.0% | 77.5%-37.5pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 29.60% | 18.96%+10.6pp | 21.17%+8.4pp | 373.84%-344.2pp |
| Employer contribution / active EE | $368 | $3,611-89.8% | $3,049-87.9% | $4,755-92.3% |
| Participant deferral / active EE | $10,500 | $5,393+94.7% | $4,738+121.6% | $6,713+56.4% |
| Admin fee / account holder | $431 | $13,868-96.9% | $8,875-95.1% | $11,407-96.2% |