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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 | $50,006 | $117,895-57.6% | $102,460-51.2% | $145,897-65.7% |
| Participation rate | 59.1% | 78.6%-19.5pp | 76.5%-17.4pp | 80.3%-21.2pp |
| Annual return | 10.40% | 31.92%-21.5pp | 29.47%-19.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $481 | $3,619-86.7% | $3,025-84.1% | $4,663-89.7% |
| Participant deferral / active EE | $2,628 | $5,736-54.2% | $5,056-48.0% | $6,689-60.7% |
| Admin fee / account holder | $4,175 | $13,353-68.7% | $9,460-55.9% | $13,390-68.8% |