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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 | $42,818 | $148,582-71.2% | $135,942-68.5% | $139,456-69.3% |
| Participation rate | 41.2% | 83.9%-42.7pp | 81.9%-40.7pp | 80.3%-39.2pp |
| Annual return | 17.74% | 79.26%-61.5pp | 68.28%-50.5pp | 373.45%-355.7pp |
| Employer contribution / active EE | $231 | $5,245-95.6% | $4,858-95.3% | $4,753-95.1% |
| Participant deferral / active EE | $3,347 | $8,101-58.7% | $7,759-56.9% | $6,711-50.1% |
| Admin fee / account holder | $5,734 | $12,402-53.8% | $10,764-46.7% | $11,407-49.7% |