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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 | $50,621 | $107,368-52.9% | $92,915-45.5% | $152,909-66.9% |
| Participation rate | 27.3% | 79.8%-52.5pp | 76.0%-48.7pp | 82.5%-55.2pp |
| Annual return | 22.79% | 145.64%-122.9pp | 109.45%-86.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $559 | $4,222-86.8% | $3,653-84.7% | $4,764-88.3% |
| Participant deferral / active EE | $4,665 | $4,848-3.8% | $4,238+10.1% | $5,851-20.3% |
| Admin fee / account holder | $715 | $7,082-89.9% | $5,796-87.7% | $11,601-93.8% |