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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 | $52,697 | $58,391-9.8% | $76,667-31.3% | $72,976-27.8% |
| Participation rate | 53.7% | 67.4%-13.7pp | 72.1%-18.4pp | 69.5%-15.8pp |
| Annual return | 21.69% | 2306.65%-2285.0pp | 1166.74%-1145.0pp | 81.02%-59.3pp |
| Employer contribution / active EE | $177 | $1,787-90.1% | $2,303-92.3% | $2,440-92.8% |
| Participant deferral / active EE | $1,177 | $2,690-56.3% | $3,336-64.7% | $3,608-67.4% |
| Admin fee / account holder | $642 | $4,014-84.0% | $6,423-90.0% | $5,124-87.5% |