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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 | $53,403 | $94,436-43.5% | $115,599-53.8% | $82,637-35.4% |
| Participation rate | 52.2% | 70.4%-18.3pp | 74.3%-22.1pp | 68.1%-15.9pp |
| Annual return | 68.69% | 18.37%+50.3pp | 111.10%-42.4pp | 53.51%+15.2pp |
| Employer contribution / active EE | $124 | $2,324-94.7% | $2,955-95.8% | $2,552-95.1% |
| Participant deferral / active EE | $5,655 | $3,955+43.0% | $4,889+15.7% | $4,126+37.0% |
| Admin fee / account holder | $3,072 | $10,328-70.3% | $12,841-76.1% | $7,339-58.1% |