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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 | $52,761 | $183,516-71.2% | $155,534-66.1% | $145,884-63.8% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | 13.49% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $766 | $5,315-85.6% | $4,675-83.6% | $4,662-83.6% |
| Participant deferral / active EE | $2,559 | $6,467-60.4% | $5,630-54.6% | $6,690-61.7% |
| Admin fee / account holder | $2,355 | $19,293-87.8% | $15,900-85.2% | $13,392-82.4% |