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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 | $50,657 | $152,619-66.8% | $125,195-59.5% | $152,909-66.9% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.5%-38.0pp |
| Annual return | 27.23% | 54.85%-27.6pp | 43.79%-16.6pp | 345.46%-318.2pp |
| Employer contribution / active EE | $789 | $4,947-84.0% | $3,866-79.6% | $4,764-83.4% |
| Participant deferral / active EE | $3,753 | $5,869-36.1% | $4,937-24.0% | $5,851-35.9% |
| Admin fee / account holder | $2,682 | $13,437-80.0% | $9,704-72.4% | $11,601-76.9% |