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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 | $48,033 | $115,814-58.5% | $101,275-52.6% | $158,982-69.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 19.26% | 56.16%-36.9pp | 46.48%-27.2pp | 302.99%-283.7pp |
| Employer contribution / active EE | $673 | $4,176-83.9% | $3,660-81.6% | $4,763-85.9% |
| Participant deferral / active EE | $2,378 | $4,958-52.0% | $4,371-45.6% | $5,983-60.3% |
| Admin fee / account holder | $2,966 | $7,249-59.1% | $5,948-50.1% | $11,252-73.6% |