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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 | $58,079 | $148,623-60.9% | $135,974-57.3% | $139,466-58.4% |
| Participation rate | 26.1% | 83.9%-57.8pp | 81.9%-55.8pp | 80.3%-54.2pp |
| Annual return | 19.05% | 79.30%-60.2pp | 68.30%-49.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $521 | $5,246-90.1% | $4,859-89.3% | $4,754-89.0% |
| Participant deferral / active EE | $3,089 | $8,103-61.9% | $7,760-60.2% | $6,712-54.0% |
| Admin fee / account holder | $653 | $12,406-94.7% | $10,767-93.9% | $11,409-94.3% |