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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 | $40,089 | $209,336-80.8% | $197,124-79.7% | $137,256-70.8% |
| Participation rate | 38.5% | 87.3%-48.8pp | 86.7%-48.3pp | 80.0%-41.5pp |
| Annual return | 15.01% | 48.09%-33.1pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $484 | $6,591-92.7% | $6,227-92.2% | $4,156-88.4% |
| Participant deferral / active EE | $3,150 | $9,614-67.2% | $9,135-65.5% | $6,407-50.8% |
| Admin fee / account holder | $1,231 | $17,308-92.9% | $16,298-92.4% | $12,270-90.0% |