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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 | $35,424 | $185,312-80.9% | $161,489-78.1% | $154,746-77.1% |
| Participation rate | 53.3% | 82.5%-29.1pp | 78.7%-25.4pp | 80.7%-27.4pp |
| Annual return | 19.44% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $952 | $4,769-80.0% | $4,268-77.7% | $4,379-78.3% |
| Participant deferral / active EE | $2,783 | $6,350-56.2% | $5,630-50.6% | $6,730-58.7% |
| Admin fee / account holder | $511 | $18,654-97.3% | $16,006-96.8% | $14,365-96.4% |