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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 | $48,936 | $183,539-73.3% | $155,556-68.5% | $145,897-66.5% |
| Participation rate | 30.4% | 82.7%-52.3pp | 78.2%-47.8pp | 80.3%-49.9pp |
| Annual return | 13.20% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $743 | $5,315-86.0% | $4,675-84.1% | $4,663-84.1% |
| Participant deferral / active EE | $2,086 | $6,467-67.7% | $5,631-62.9% | $6,689-68.8% |
| Admin fee / account holder | $2,336 | $19,275-87.9% | $15,885-85.3% | $13,390-82.6% |