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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 | $47,052 | $183,592-74.4% | $155,567-69.8% | $145,959-67.8% |
| Participation rate | 57.9% | 82.7%-24.8pp | 78.2%-20.3pp | 80.3%-22.4pp |
| Annual return | 19.19% | 61.24%-42.0pp | 64.74%-45.5pp | 561.95%-542.8pp |
| Employer contribution / active EE | $752 | $5,315-85.9% | $4,674-83.9% | $4,661-83.9% |
| Participant deferral / active EE | $1,920 | $6,464-70.3% | $5,628-65.9% | $6,689-71.3% |
| Admin fee / account holder | $5,377 | $19,318-72.2% | $15,916-66.2% | $13,398-59.9% |