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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 | $35,810 | $111,535-67.9% | $105,223-66.0% | $137,256-73.9% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 80.0%-48.7pp |
| Annual return | 17.09% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $282 | $3,939-92.8% | $3,689-92.3% | $4,156-93.2% |
| Participant deferral / active EE | $1,622 | $5,500-70.5% | $5,072-68.0% | $6,407-74.7% |
| Admin fee / account holder | $4,997 | $9,721-48.6% | $8,859-43.6% | $12,270-59.3% |