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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 | $38,622 | $154,228-75.0% | $145,433-73.4% | $137,256-71.9% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 16.60% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $618 | $4,804-87.1% | $4,554-86.4% | $4,156-85.1% |
| Participant deferral / active EE | $4,504 | $8,216-45.2% | $7,897-43.0% | $6,407-29.7% |
| Admin fee / account holder | $2,545 | $14,344-82.3% | $13,129-80.6% | $12,270-79.3% |