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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 | $36,650 | $183,592-80.0% | $155,574-76.4% | $145,877-74.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 10.78% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $576 | $5,317-89.2% | $4,676-87.7% | $4,663-87.7% |
| Participant deferral / active EE | $3,175 | $6,466-50.9% | $5,629-43.6% | $6,691-52.5% |
| Admin fee / account holder | $331 | $19,316-98.3% | $15,914-97.9% | $13,402-97.5% |