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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 | $37,751 | $157,276-76.0% | $141,177-73.3% | $152,885-75.3% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 28.52% | 64.33%-35.8pp | 71.40%-42.9pp | 345.39%-316.9pp |
| Employer contribution / active EE | $907 | $5,262-82.8% | $4,736-80.9% | $4,763-81.0% |
| Participant deferral / active EE | $4,382 | $7,110-38.4% | $6,710-34.7% | $5,851-25.1% |
| Admin fee / account holder | $1,933 | $12,123-84.1% | $10,263-81.2% | $11,598-83.3% |