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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 | $49,368 | $166,268-70.3% | $165,100-70.1% | $145,897-66.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.33% | 100.52%-88.2pp | 70.21%-57.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $573 | $5,284-89.2% | $4,348-86.8% | $4,663-87.7% |
| Participant deferral / active EE | $3,171 | $6,964-54.5% | $6,035-47.5% | $6,689-52.6% |
| Admin fee / account holder | $2,517 | $16,659-84.9% | $12,696-80.2% | $13,390-81.2% |