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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 | $45,394 | $183,516-75.3% | $155,534-70.8% | $145,884-68.9% |
| Participation rate | 31.3% | 82.7%-51.5pp | 78.2%-47.0pp | 80.3%-49.1pp |
| Annual return | 17.22% | 61.43%-44.2pp | 64.92%-47.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $760 | $5,315-85.7% | $4,675-83.7% | $4,662-83.7% |
| Participant deferral / active EE | $2,179 | $6,467-66.3% | $5,630-61.3% | $6,690-67.4% |
| Admin fee / account holder | $518 | $19,293-97.3% | $15,900-96.7% | $13,392-96.1% |