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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 | $32,486 | $199,109-83.7% | $173,730-81.3% | $154,746-79.0% |
| Participation rate | 41.7% | 82.8%-41.1pp | 79.6%-37.9pp | 80.7%-39.0pp |
| Annual return | 10.10% | 20.02%-9.9pp | 19.96%-9.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $849 | $5,311-84.0% | $4,577-81.5% | $4,379-80.6% |
| Participant deferral / active EE | $2,284 | $7,113-67.9% | $6,326-63.9% | $6,730-66.1% |
| Admin fee / account holder | $633 | $20,916-97.0% | $17,523-96.4% | $14,365-95.6% |