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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 | $71,457 | $183,516-61.1% | $155,534-54.1% | $145,884-51.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.24% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $244 | $5,315-95.4% | $4,675-94.8% | $4,662-94.8% |
| Participant deferral / active EE | $1,983 | $6,467-69.3% | $5,630-64.8% | $6,690-70.4% |
| Admin fee / account holder | $1,359 | $19,293-93.0% | $15,900-91.5% | $13,392-89.9% |