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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 | $47,898 | $172,111-72.2% | $150,298-68.1% | $137,256-65.1% |
| Participation rate | 53.3% | 81.7%-28.4pp | 77.8%-24.4pp | 80.0%-26.6pp |
| Annual return | 16.48% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $242 | $4,636-94.8% | $4,154-94.2% | $4,156-94.2% |
| Participant deferral / active EE | $2,422 | $6,166-60.7% | $5,453-55.6% | $6,407-62.2% |
| Admin fee / account holder | $3,090 | $16,471-81.2% | $14,116-78.1% | $12,270-74.8% |