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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 | $39,095 | $114,119-65.7% | $107,187-63.5% | $138,895-71.9% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 79.9%-33.8pp |
| Annual return | 17.10% | 273.21%-256.1pp | 204.55%-187.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $312 | $4,059-92.3% | $3,782-91.7% | $4,194-92.6% |
| Participant deferral / active EE | $2,863 | $5,538-48.3% | $5,096-43.8% | $6,396-55.2% |
| Admin fee / account holder | $384 | $10,024-96.2% | $9,162-95.8% | $12,562-96.9% |