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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 | $57,315 | $109,359-47.6% | $162,177-64.7% | $72,975-21.5% |
| Participation rate | 69.5% | 84.3%-14.7pp | 87.6%-18.0pp | 69.5%0pp |
| Annual return | 40.92% | 25.46%+15.5pp | 115.60%-74.7pp | 81.01%-40.1pp |
| Employer contribution / active EE | $310 | $3,907-92.1% | $5,613-94.5% | $2,440-87.3% |
| Participant deferral / active EE | $3,646 | $5,481-33.5% | $7,297-50.0% | $3,608+1.1% |
| Admin fee / account holder | $2,210 | $7,972-72.3% | $10,843-79.6% | $5,124-56.9% |