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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 | $36,066 | $129,737-72.2% | $119,126-69.7% | $154,746-76.7% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 17.79% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $958 | $4,375-78.1% | $4,034-76.2% | $4,379-78.1% |
| Participant deferral / active EE | $4,214 | $5,842-27.9% | $5,318-20.8% | $6,730-37.4% |
| Admin fee / account holder | $2,653 | $11,961-77.8% | $10,693-75.2% | $14,365-81.5% |