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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 | $41,562 | $181,062-77.0% | $158,223-73.7% | $155,188-73.2% |
| Participation rate | 54.5% | 82.7%-28.1pp | 79.2%-24.7pp | 80.8%-26.3pp |
| Annual return | 17.42% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $797 | $4,565-82.5% | $4,109-80.6% | $4,248-81.2% |
| Participant deferral / active EE | $3,971 | $6,134-35.3% | $5,467-27.4% | $6,531-39.2% |
| Admin fee / account holder | $2,101 | $18,825-88.8% | $16,047-86.9% | $14,480-85.5% |