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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 | $46,027 | $103,387-55.5% | $87,102-47.2% | $152,885-69.9% |
| Participation rate | 59.1% | 79.4%-20.3pp | 76.9%-17.8pp | 82.5%-23.4pp |
| Annual return | 24.03% | 28.10%-4.1pp | 28.19%-4.2pp | 345.39%-321.4pp |
| Employer contribution / active EE | $351 | $3,221-89.1% | $2,521-86.1% | $4,763-92.6% |
| Participant deferral / active EE | $2,616 | $4,778-45.2% | $4,048-35.4% | $5,851-55.3% |
| Admin fee / account holder | $597 | $12,193-95.1% | $7,491-92.0% | $11,598-94.9% |