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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 | $48,178 | $50,554-4.7% | $67,681-28.8% | $87,485-44.9% |
| Participation rate | 68.9% | 67.7%+1.2pp | 73.7%-4.8pp | 68.9%0pp |
| Annual return | 14.26% | 17.81%-3.6pp | 590.58%-576.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $413 | $1,988-79.2% | $2,678-84.6% | $2,596-84.1% |
| Participant deferral / active EE | $6,083 | $2,961+105.4% | $3,976+53.0% | $4,274+42.3% |
| Admin fee / account holder | $333 | $4,132-91.9% | $6,100-94.5% | $7,775-95.7% |