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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 | $62,540 | $148,623-57.9% | $135,974-54.0% | $139,466-55.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 12.14% | 79.30%-67.2pp | 68.30%-56.2pp | 373.66%-361.5pp |
| Employer contribution / active EE | $461 | $5,246-91.2% | $4,859-90.5% | $4,754-90.3% |
| Participant deferral / active EE | $2,958 | $8,103-63.5% | $7,760-61.9% | $6,712-55.9% |
| Admin fee / account holder | $8,920 | $12,406-28.1% | $10,767-17.1% | $11,409-21.8% |