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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 | $52,759 | $212,386-75.2% | $199,883-73.6% | $138,895-62.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 13.61% | 47.75%-34.1pp | 43.81%-30.2pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,307 | $6,625-80.3% | $6,261-79.1% | $4,194-68.9% |
| Participant deferral / active EE | $3,831 | $9,617-60.2% | $9,138-58.1% | $6,396-40.1% |
| Admin fee / account holder | $334 | $18,233-98.2% | $17,268-98.1% | $12,562-97.3% |