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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 | $40,837 | $172,111-76.3% | $150,298-72.8% | $137,256-70.2% |
| Participation rate | 53.3% | 81.7%-28.4pp | 77.8%-24.4pp | 80.0%-26.6pp |
| Annual return | 16.98% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $776 | $4,636-83.3% | $4,154-81.3% | $4,156-81.3% |
| Participant deferral / active EE | $2,521 | $6,166-59.1% | $5,453-53.8% | $6,407-60.6% |
| Admin fee / account holder | $1,852 | $16,471-88.8% | $14,116-86.9% | $12,270-84.9% |