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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 | $34,501 | $172,111-80.0% | $150,298-77.0% | $137,256-74.9% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 19.73% | 69.37%-49.6pp | 62.79%-43.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $55 | $4,636-98.8% | $4,154-98.7% | $4,156-98.7% |
| Participant deferral / active EE | $4,610 | $6,166-25.2% | $5,453-15.4% | $6,407-28.0% |
| Admin fee / account holder | $886 | $16,471-94.6% | $14,116-93.7% | $12,270-92.8% |