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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 | $46,445 | $99,994-53.6% | $146,647-68.3% | $85,851-45.9% |
| Participation rate | 58.8% | 73.1%-14.2pp | 80.1%-21.3pp | 69.3%-10.5pp |
| Annual return | 18.94% | 18.93%0pp | 22.75%-3.8pp | 318.63%-299.7pp |
| Employer contribution / active EE | $469 | $2,559-81.7% | $4,137-88.7% | $2,565-81.7% |
| Participant deferral / active EE | $7,032 | $4,006+75.5% | $5,506+27.7% | $3,952+77.9% |
| Admin fee / account holder | $8,060 | $7,703+4.6% | $10,281-21.6% | $6,261+28.7% |