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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 | $45,366 | $165,381-72.6% | $149,730-69.7% | $158,966-71.5% |
| Participation rate | 30.0% | 84.6%-54.6pp | 82.5%-52.5pp | 82.0%-52.0pp |
| Annual return | 19.35% | 348.29%-328.9pp | 276.70%-257.4pp | 302.95%-283.6pp |
| Employer contribution / active EE | $760 | $5,104-85.1% | $4,645-83.6% | $4,762-84.0% |
| Participant deferral / active EE | $2,474 | $7,182-65.6% | $6,843-63.8% | $5,983-58.7% |
| Admin fee / account holder | $321 | $10,809-97.0% | $9,310-96.6% | $11,250-97.1% |