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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 | $40,309 | $201,370-80.0% | $184,256-78.1% | $145,897-72.4% |
| Participation rate | 65.0% | 87.5%-22.5pp | 86.8%-21.8pp | 80.3%-15.3pp |
| Annual return | 16.13% | 29.05%-12.9pp | 28.85%-12.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,385 | $7,024-80.3% | $6,427-78.5% | $4,663-70.3% |
| Participant deferral / active EE | $3,588 | $9,808-63.4% | $9,133-60.7% | $6,689-46.4% |
| Admin fee / account holder | $420 | $16,364-97.4% | $13,899-97.0% | $13,390-96.9% |