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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 | $41,902 | $185,312-77.4% | $161,489-74.1% | $154,746-72.9% |
| Participation rate | 31.6% | 82.5%-50.9pp | 78.7%-47.1pp | 80.7%-49.1pp |
| Annual return | 19.78% | 103.84%-84.1pp | 89.72%-69.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $403 | $4,769-91.5% | $4,268-90.5% | $4,379-90.8% |
| Participant deferral / active EE | $2,637 | $6,350-58.5% | $5,630-53.2% | $6,730-60.8% |
| Admin fee / account holder | $1,078 | $18,654-94.2% | $16,006-93.3% | $14,365-92.5% |