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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 | $38,835 | $148,623-73.9% | $135,974-71.4% | $139,466-72.2% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 17.27% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.4pp |
| Employer contribution / active EE | $948 | $5,246-81.9% | $4,859-80.5% | $4,754-80.1% |
| Participant deferral / active EE | $2,779 | $8,103-65.7% | $7,760-64.2% | $6,712-58.6% |
| Admin fee / account holder | $514 | $12,406-95.9% | $10,767-95.2% | $11,409-95.5% |