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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 | $55,022 | $148,623-63.0% | $135,974-59.5% | $139,466-60.5% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 13.22% | 79.30%-66.1pp | 68.30%-55.1pp | 373.66%-360.4pp |
| Employer contribution / active EE | $561 | $5,246-89.3% | $4,859-88.5% | $4,754-88.2% |
| Participant deferral / active EE | $3,342 | $8,103-58.7% | $7,760-56.9% | $6,712-50.2% |
| Admin fee / account holder | $1,369 | $12,406-89.0% | $10,767-87.3% | $11,409-88.0% |