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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 | $32,859 | $178,174-81.6% | $156,181-79.0% | $137,256-76.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 10.32% | 84.19%-73.9pp | 64.87%-54.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $934 | $4,972-81.2% | $4,294-78.3% | $4,156-77.5% |
| Participant deferral / active EE | $4,120 | $6,888-40.2% | $6,132-32.8% | $6,407-35.7% |
| Admin fee / account holder | $2,356 | $17,404-86.5% | $14,586-83.8% | $12,270-80.8% |