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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 | $39,262 | $227,291-82.7% | $214,702-81.7% | $155,188-74.7% |
| Participation rate | 60.0% | 88.0%-28.0pp | 87.5%-27.5pp | 80.8%-20.8pp |
| Annual return | 19.50% | 60.08%-40.6pp | 54.55%-35.1pp | 148.84%-129.3pp |
| Employer contribution / active EE | $1,426 | $6,772-78.9% | $6,461-77.9% | $4,248-66.4% |
| Participant deferral / active EE | $6,962 | $9,582-27.3% | $9,147-23.9% | $6,531+6.6% |
| Admin fee / account holder | $3,787 | $20,413-81.4% | $19,830-80.9% | $14,480-73.8% |