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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 | $35,361 | $157,276-77.5% | $141,177-75.0% | $152,885-76.9% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.5%-29.8pp |
| Annual return | 24.54% | 64.33%-39.8pp | 71.40%-46.9pp | 345.39%-320.9pp |
| Employer contribution / active EE | $748 | $5,262-85.8% | $4,736-84.2% | $4,763-84.3% |
| Participant deferral / active EE | $4,036 | $7,110-43.2% | $6,710-39.8% | $5,851-31.0% |
| Admin fee / account holder | $653 | $12,123-94.6% | $10,263-93.6% | $11,598-94.4% |