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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 | $28,918 | $155,555-81.4% | $146,866-80.3% | $155,188-81.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 17.34% | 115.41%-98.1pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $308 | $4,647-93.4% | $4,425-93.0% | $4,248-92.8% |
| Participant deferral / active EE | $5,851 | $8,044-27.3% | $7,759-24.6% | $6,531-10.4% |
| Admin fee / account holder | $4,274 | $14,755-71.0% | $13,620-68.6% | $14,480-70.5% |