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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 | $41,124 | $201,372-79.6% | $184,260-77.7% | $145,884-71.8% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 17.88% | 29.04%-11.2pp | 28.84%-11.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $764 | $7,024-89.1% | $6,427-88.1% | $4,662-83.6% |
| Participant deferral / active EE | $9,581 | $9,808-2.3% | $9,133+4.9% | $6,690+43.2% |
| Admin fee / account holder | $312 | $16,362-98.1% | $13,898-97.8% | $13,392-97.7% |