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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 | $58,089 | $211,288-72.5% | $178,540-67.5% | $145,884-60.2% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.7pp |
| Annual return | 11.58% | 30.27%-18.7pp | 27.15%-15.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $525 | $4,574-88.5% | $3,953-86.7% | $4,662-88.7% |
| Participant deferral / active EE | $3,694 | $6,967-47.0% | $6,281-41.2% | $6,690-44.8% |
| Admin fee / account holder | $635 | $12,105-94.8% | $10,424-93.9% | $13,392-95.3% |