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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 | $33,517 | $183,516-81.7% | $155,534-78.5% | $145,884-77.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.42% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $920 | $5,315-82.7% | $4,675-80.3% | $4,662-80.3% |
| Participant deferral / active EE | $2,495 | $6,467-61.4% | $5,630-55.7% | $6,690-62.7% |
| Admin fee / account holder | $748 | $19,293-96.1% | $15,900-95.3% | $13,392-94.4% |