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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 | $46,646 | $182,442-74.4% | $163,379-71.4% | $138,895-66.4% |
| Participation rate | 52.9% | 79.8%-26.8pp | 76.8%-23.9pp | 79.9%-27.0pp |
| Annual return | 14.93% | 72.74%-57.8pp | 63.41%-48.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $269 | $4,159-93.5% | $3,752-92.8% | $4,194-93.6% |
| Participant deferral / active EE | $3,003 | $6,817-55.9% | $6,282-52.2% | $6,396-53.0% |
| Admin fee / account holder | $9,761 | $10,396-6.1% | $9,818-0.6% | $12,562-22.3% |