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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 | $31,046 | $181,062-82.9% | $158,223-80.4% | $155,188-80.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 20.29% | 57.39%-37.1pp | 52.09%-31.8pp | 148.84%-128.5pp |
| Employer contribution / active EE | $373 | $4,565-91.8% | $4,109-90.9% | $4,248-91.2% |
| Participant deferral / active EE | $2,488 | $6,134-59.4% | $5,467-54.5% | $6,531-61.9% |
| Admin fee / account holder | $525 | $18,825-97.2% | $16,047-96.7% | $14,480-96.4% |