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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 | $33,371 | $148,623-77.5% | $135,974-75.5% | $139,466-76.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 21.10% | 79.30%-58.2pp | 68.30%-47.2pp | 373.66%-352.6pp |
| Employer contribution / active EE | $973 | $5,246-81.4% | $4,859-80.0% | $4,754-79.5% |
| Participant deferral / active EE | $5,321 | $8,103-34.3% | $7,760-31.4% | $6,712-20.7% |
| Admin fee / account holder | $340 | $12,406-97.3% | $10,767-96.8% | $11,409-97.0% |