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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 | $165,399-70.9% | $149,745-67.9% | $158,982-69.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.46% | 348.34%-329.9pp | 276.72%-258.3pp | 302.99%-284.5pp |
| Employer contribution / active EE | $754 | $5,105-85.2% | $4,646-83.8% | $4,763-84.2% |
| Participant deferral / active EE | $3,016 | $7,183-58.0% | $6,843-55.9% | $5,983-49.6% |
| Admin fee / account holder | $5,282 | $10,811-51.1% | $9,312-43.3% | $11,252-53.1% |