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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 | $47,624 | $157,304-69.7% | $141,197-66.3% | $152,909-68.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.26% | 64.34%-46.1pp | 71.41%-53.1pp | 345.46%-327.2pp |
| Employer contribution / active EE | $788 | $5,263-85.0% | $4,736-83.4% | $4,764-83.5% |
| Participant deferral / active EE | $3,592 | $7,111-49.5% | $6,710-46.5% | $5,851-38.6% |
| Admin fee / account holder | $1,213 | $12,126-90.0% | $10,265-88.2% | $11,601-89.5% |