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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 | $38,731 | $183,516-78.9% | $155,534-75.1% | $145,884-73.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 10.05% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $384 | $5,315-92.8% | $4,675-91.8% | $4,662-91.8% |
| Participant deferral / active EE | $4,614 | $6,467-28.7% | $5,630-18.1% | $6,690-31.0% |
| Admin fee / account holder | $488 | $19,293-97.5% | $15,900-96.9% | $13,392-96.4% |