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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 | $156,398-75.3% | $147,318-73.8% | $138,895-72.2% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 16.60% | 78.75%-62.2pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $618 | $4,853-87.3% | $4,593-86.5% | $4,194-85.3% |
| Participant deferral / active EE | $4,504 | $8,237-45.3% | $7,906-43.0% | $6,396-29.6% |
| Admin fee / account holder | $2,545 | $14,976-83.0% | $13,708-81.4% | $12,562-79.7% |