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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 | $50,467 | $183,516-72.5% | $155,534-67.6% | $145,884-65.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 23.28% | 61.43%-38.1pp | 64.92%-41.6pp | 551.85%-528.6pp |
| Employer contribution / active EE | $284 | $5,315-94.7% | $4,675-93.9% | $4,662-93.9% |
| Participant deferral / active EE | $4,471 | $6,467-30.9% | $5,630-20.6% | $6,690-33.2% |
| Admin fee / account holder | $1,078 | $19,293-94.4% | $15,900-93.2% | $13,392-92.0% |