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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 | $50,424 | $78,707-35.9% | $117,861-57.2% | $70,126-28.1% |
| Participation rate | 58.5% | 73.2%-14.7pp | 79.7%-21.1pp | 69.5%-11.0pp |
| Annual return | 18.80% | 23.30%-4.5pp | 335.11%-316.3pp | 73.15%-54.3pp |
| Employer contribution / active EE | $379 | $2,223-83.0% | $3,786-90.0% | $2,343-83.8% |
| Participant deferral / active EE | $1,706 | $3,297-48.3% | $4,482-61.9% | $3,332-48.8% |
| Admin fee / account holder | $410 | $5,066-91.9% | $8,021-94.9% | $4,645-91.2% |