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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 | $48,830 | $135,956-64.1% | $123,894-60.6% | $273,972-82.2% |
| Participation rate | 47.1% | 84.1%-37.0pp | 81.4%-34.4pp | 83.0%-36.0pp |
| Annual return | 4.69% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $56 | $5,170-98.9% | $4,617-98.8% | $4,869-98.8% |
| Participant deferral / active EE | $3,192 | $6,343-49.7% | $5,984-46.7% | $5,287-39.6% |
| Admin fee / account holder | $2,123 | $9,817-78.4% | $8,357-74.6% | $10,133-79.1% |