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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 | $35,129 | $183,516-80.9% | $155,534-77.4% | $145,884-75.9% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 11.28% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $542 | $5,315-89.8% | $4,675-88.4% | $4,662-88.4% |
| Participant deferral / active EE | $3,740 | $6,467-42.2% | $5,630-33.6% | $6,690-44.1% |
| Admin fee / account holder | $760 | $19,293-96.1% | $15,900-95.2% | $13,392-94.3% |