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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 | $40,744 | $211,288-80.7% | $178,540-77.2% | $145,884-72.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.93% | 30.27%-20.3pp | 27.15%-17.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $369 | $4,574-91.9% | $3,953-90.7% | $4,662-92.1% |
| Participant deferral / active EE | $6,314 | $6,967-9.4% | $6,281+0.5% | $6,690-5.6% |
| Admin fee / account holder | $7,248 | $12,105-40.1% | $10,424-30.5% | $13,392-45.9% |