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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 | $53,288 | $198,457-73.1% | $170,435-68.7% | $147,586-63.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 10.29% | 257.30%-247.0pp | 205.94%-195.6pp | 578.59%-568.3pp |
| Employer contribution / active EE | $488 | $6,183-92.1% | $5,432-91.0% | $4,876-90.0% |
| Participant deferral / active EE | $2,318 | $5,629-58.8% | $4,939-53.1% | $5,439-57.4% |
| Admin fee / account holder | $6,032 | $16,852-64.2% | $13,881-56.5% | $10,886-44.6% |