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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 | $67,546 | $183,539-63.2% | $155,556-56.6% | $145,897-53.7% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 13.19% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $777 | $5,315-85.4% | $4,675-83.4% | $4,663-83.3% |
| Participant deferral / active EE | $2,000 | $6,467-69.1% | $5,631-64.5% | $6,689-70.1% |
| Admin fee / account holder | $3,319 | $19,275-82.8% | $15,885-79.1% | $13,390-75.2% |