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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 | $48,783 | $85,766-43.1% | $136,298-64.2% | $70,126-30.4% |
| Participation rate | 59.7% | 74.2%-14.5pp | 81.9%-22.2pp | 69.5%-9.9pp |
| Annual return | 18.27% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $384 | $2,966-87.1% | $4,696-91.8% | $2,343-83.6% |
| Participant deferral / active EE | $5,644 | $5,051+11.7% | $6,247-9.7% | $3,332+69.4% |
| Admin fee / account holder | $2,389 | $5,421-55.9% | $9,244-74.2% | $4,645-48.6% |