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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 | $60,043 | $129,737-53.7% | $119,126-49.6% | $154,746-61.2% |
| Participation rate | 38.9% | 78.9%-40.0pp | 75.8%-36.9pp | 80.7%-41.8pp |
| Annual return | 23.79% | 379.08%-355.3pp | 282.11%-258.3pp | 172.34%-148.5pp |
| Employer contribution / active EE | $939 | $4,375-78.5% | $4,034-76.7% | $4,379-78.6% |
| Participant deferral / active EE | $2,639 | $5,842-54.8% | $5,318-50.4% | $6,730-60.8% |
| Admin fee / account holder | $1,949 | $11,961-83.7% | $10,693-81.8% | $14,365-86.4% |