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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 | $41,285 | $162,136-74.5% | $152,301-72.9% | $154,746-73.3% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 12.19% | 91.02%-78.8pp | 80.50%-68.3pp | 172.34%-160.2pp |
| Employer contribution / active EE | $892 | $4,890-81.8% | $4,624-80.7% | $4,379-79.6% |
| Participant deferral / active EE | $2,904 | $8,341-65.2% | $8,004-63.7% | $6,730-56.8% |
| Admin fee / account holder | $4,723 | $15,759-70.0% | $14,398-67.2% | $14,365-67.1% |