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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 | $31,119 | $174,379-82.2% | $152,093-79.5% | $138,895-77.6% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 15.17% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $772 | $4,652-83.4% | $4,175-81.5% | $4,194-81.6% |
| Participant deferral / active EE | $3,694 | $6,159-40.0% | $5,451-32.2% | $6,396-42.2% |
| Admin fee / account holder | $1,236 | $16,880-92.7% | $14,497-91.5% | $12,562-90.2% |