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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 | $46,391 | $150,412-69.2% | $120,574-61.5% | $145,884-68.2% |
| Participation rate | 57.1% | 78.8%-21.7pp | 71.9%-14.8pp | 80.3%-23.2pp |
| Annual return | 15.23% | 154.50%-139.3pp | 107.42%-92.2pp | 551.85%-536.6pp |
| Employer contribution / active EE | $794 | $4,355-81.8% | $3,471-77.1% | $4,662-83.0% |
| Participant deferral / active EE | $5,105 | $6,175-17.3% | $4,996+2.2% | $6,690-23.7% |
| Admin fee / account holder | $480 | $12,224-96.1% | $9,445-94.9% | $13,392-96.4% |