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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 | $53,171 | $183,516-71.0% | $155,534-65.8% | $145,884-63.6% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 12.23% | 61.43%-49.2pp | 64.92%-52.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $926 | $5,315-82.6% | $4,675-80.2% | $4,662-80.1% |
| Participant deferral / active EE | $2,053 | $6,467-68.2% | $5,630-63.5% | $6,690-69.3% |
| Admin fee / account holder | $7,219 | $19,293-62.6% | $15,900-54.6% | $13,392-46.1% |