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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 | $174,379-76.6% | $152,093-73.1% | $138,895-70.6% |
| Participation rate | 53.3% | 81.6%-28.3pp | 77.8%-24.4pp | 79.9%-26.6pp |
| Annual return | 16.98% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $776 | $4,652-83.3% | $4,175-81.4% | $4,194-81.5% |
| Participant deferral / active EE | $2,521 | $6,159-59.1% | $5,451-53.8% | $6,396-60.6% |
| Admin fee / account holder | $1,852 | $16,880-89.0% | $14,497-87.2% | $12,562-85.3% |