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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 | $39,793 | $165,399-75.9% | $149,745-73.4% | $158,982-75.0% |
| Participation rate | 31.8% | 84.6%-52.8pp | 82.5%-50.7pp | 82.0%-50.1pp |
| Annual return | 25.66% | 348.34%-322.7pp | 276.72%-251.1pp | 302.99%-277.3pp |
| Employer contribution / active EE | $463 | $5,105-90.9% | $4,646-90.0% | $4,763-90.3% |
| Participant deferral / active EE | $2,608 | $7,183-63.7% | $6,843-61.9% | $5,983-56.4% |
| Admin fee / account holder | $2,028 | $10,811-81.2% | $9,312-78.2% | $11,252-82.0% |