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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 | $39,904 | $183,539-78.3% | $155,556-74.3% | $145,897-72.6% |
| Participation rate | 52.6% | 82.7%-30.1pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 14.17% | 61.31%-47.1pp | 64.84%-50.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $920 | $5,315-82.7% | $4,675-80.3% | $4,663-80.3% |
| Participant deferral / active EE | $3,061 | $6,467-52.7% | $5,631-45.6% | $6,689-54.2% |
| Admin fee / account holder | $421 | $19,275-97.8% | $15,885-97.4% | $13,390-96.9% |