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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 | $72,426 | $183,592-60.6% | $155,574-53.4% | $145,877-50.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 23.17% | 61.37%-38.2pp | 64.87%-41.7pp | 551.28%-528.1pp |
| Employer contribution / active EE | $196 | $5,317-96.3% | $4,676-95.8% | $4,663-95.8% |
| Participant deferral / active EE | $7,315 | $6,466+13.1% | $5,629+29.9% | $6,691+9.3% |
| Admin fee / account holder | $371 | $19,316-98.1% | $15,914-97.7% | $13,402-97.2% |