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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 | $36,375 | $110,337-67.0% | $102,383-64.5% | $145,877-75.1% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 13.48% | 24.83%-11.4pp | 24.94%-11.5pp | 551.28%-537.8pp |
| Employer contribution / active EE | $606 | $4,216-85.6% | $3,870-84.3% | $4,663-87.0% |
| Participant deferral / active EE | $5,445 | $5,621-3.1% | $5,060+7.6% | $6,691-18.6% |
| Admin fee / account holder | $1,036 | $9,750-89.4% | $8,391-87.7% | $13,402-92.3% |