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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 | $58,620 | $172,111-65.9% | $150,298-61.0% | $137,256-57.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 17.14% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $92 | $4,636-98.0% | $4,154-97.8% | $4,156-97.8% |
| Participant deferral / active EE | $2,314 | $6,166-62.5% | $5,453-57.6% | $6,407-63.9% |
| Admin fee / account holder | $3,109 | $16,471-81.1% | $14,116-78.0% | $12,270-74.7% |