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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 | $42,068 | $157,276-73.3% | $141,177-70.2% | $152,885-72.5% |
| Participation rate | 54.2% | 84.8%-30.7pp | 82.5%-28.3pp | 82.5%-28.3pp |
| Annual return | 29.53% | 64.33%-34.8pp | 71.40%-41.9pp | 345.39%-315.9pp |
| Employer contribution / active EE | $888 | $5,262-83.1% | $4,736-81.2% | $4,763-81.3% |
| Participant deferral / active EE | $3,002 | $7,110-57.8% | $6,710-55.3% | $5,851-48.7% |
| Admin fee / account holder | $669 | $12,123-94.5% | $10,263-93.5% | $11,598-94.2% |