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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 | $48,107 | $165,351-70.9% | $149,710-67.9% | $158,931-69.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.46% | 348.19%-329.7pp | 276.63%-258.2pp | 302.86%-284.4pp |
| Employer contribution / active EE | $754 | $5,103-85.2% | $4,645-83.8% | $4,761-84.2% |
| Participant deferral / active EE | $3,016 | $7,181-58.0% | $6,842-55.9% | $5,982-49.6% |
| Admin fee / account holder | $5,282 | $10,807-51.1% | $9,309-43.3% | $11,247-53.0% |