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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 | $50,026 | $162,136-69.1% | $152,301-67.2% | $154,746-67.7% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 14.86% | 91.02%-76.2pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $270 | $4,890-94.5% | $4,624-94.2% | $4,379-93.8% |
| Participant deferral / active EE | $2,714 | $8,341-67.5% | $8,004-66.1% | $6,730-59.7% |
| Admin fee / account holder | $485 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |