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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 | $36,330 | $185,312-80.4% | $161,489-77.5% | $154,746-76.5% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 22.10% | 103.84%-81.7pp | 89.72%-67.6pp | 172.34%-150.2pp |
| Employer contribution / active EE | $678 | $4,769-85.8% | $4,268-84.1% | $4,379-84.5% |
| Participant deferral / active EE | $3,003 | $6,350-52.7% | $5,630-46.7% | $6,730-55.4% |
| Admin fee / account holder | $485 | $18,654-97.4% | $16,006-97.0% | $14,365-96.6% |