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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 | $41,060 | $174,379-76.5% | $152,093-73.0% | $138,895-70.4% |
| Participation rate | 31.6% | 81.6%-50.1pp | 77.8%-46.2pp | 79.9%-48.3pp |
| Annual return | 14.39% | 74.86%-60.5pp | 66.36%-52.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $538 | $4,652-88.4% | $4,175-87.1% | $4,194-87.2% |
| Participant deferral / active EE | $1,717 | $6,159-72.1% | $5,451-68.5% | $6,396-73.1% |
| Admin fee / account holder | $446 | $16,880-97.4% | $14,497-96.9% | $12,562-96.5% |