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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 | $50,029 | $129,737-61.4% | $119,126-58.0% | $154,746-67.7% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 16.00% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $852 | $4,375-80.5% | $4,034-78.9% | $4,379-80.5% |
| Participant deferral / active EE | $2,556 | $5,842-56.2% | $5,318-51.9% | $6,730-62.0% |
| Admin fee / account holder | $14,000 | $11,961+17.0% | $10,693+30.9% | $14,365-2.5% |