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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 | $38,984 | $174,379-77.6% | $152,093-74.4% | $138,895-71.9% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 29.05% | 74.86%-45.8pp | 66.36%-37.3pp | 145.39%-116.3pp |
| Employer contribution / active EE | $625 | $4,652-86.6% | $4,175-85.0% | $4,194-85.1% |
| Participant deferral / active EE | $5,195 | $6,159-15.7% | $5,451-4.7% | $6,396-18.8% |
| Admin fee / account holder | $2,059 | $16,880-87.8% | $14,497-85.8% | $12,562-83.6% |