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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 | $59,931 | $175,259-65.8% | $149,723-60.0% | $139,487-57.0% |
| Participation rate | 23.8% | 83.4%-59.6pp | 78.8%-55.0pp | 80.3%-56.5pp |
| Annual return | 20.28% | 166.82%-146.5pp | 134.50%-114.2pp | 373.84%-353.6pp |
| Employer contribution / active EE | $621 | $5,478-88.7% | $4,821-87.1% | $4,755-86.9% |
| Participant deferral / active EE | $2,520 | $6,522-61.4% | $5,682-55.7% | $6,713-62.5% |
| Admin fee / account holder | $2,849 | $16,158-82.4% | $13,215-78.4% | $11,407-75.0% |