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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 | $36,355 | $162,821-77.7% | $133,978-72.9% | $158,982-77.1% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 15.21% | 41.95%-26.7pp | 45.10%-29.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $585 | $4,976-88.2% | $3,919-85.1% | $4,763-87.7% |
| Participant deferral / active EE | $2,805 | $5,910-52.5% | $5,047-44.4% | $5,983-53.1% |
| Admin fee / account holder | $501 | $11,742-95.7% | $8,930-94.4% | $11,252-95.6% |