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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 | $47,589 | $97,765-51.3% | $103,486-54.0% | $145,884-67.4% |
| Participation rate | 25.0% | 81.1%-56.1pp | 80.5%-55.5pp | 80.3%-55.3pp |
| Annual return | 16.09% | 25.44%-9.4pp | 23.93%-7.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $698 | $4,687-85.1% | $4,679-85.1% | $4,662-85.0% |
| Participant deferral / active EE | $2,745 | $6,606-58.5% | $6,628-58.6% | $6,690-59.0% |
| Admin fee / account holder | $349 | $12,505-97.2% | $9,354-96.3% | $13,392-97.4% |