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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 | $50,424 | $148,582-66.1% | $135,942-62.9% | $139,456-63.8% |
| Participation rate | 58.8% | 83.9%-25.0pp | 81.9%-23.1pp | 80.3%-21.5pp |
| Annual return | 12.69% | 79.26%-66.6pp | 68.28%-55.6pp | 373.45%-360.8pp |
| Employer contribution / active EE | $964 | $5,245-81.6% | $4,858-80.1% | $4,753-79.7% |
| Participant deferral / active EE | $3,918 | $8,101-51.6% | $7,759-49.5% | $6,711-41.6% |
| Admin fee / account holder | $596 | $12,402-95.2% | $10,764-94.5% | $11,407-94.8% |