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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 | $50,223 | $183,516-72.6% | $155,534-67.7% | $145,884-65.6% |
| Participation rate | 15.4% | 82.7%-67.3pp | 78.2%-62.8pp | 80.3%-64.9pp |
| Annual return | 12.30% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $566 | $5,315-89.4% | $4,675-87.9% | $4,662-87.9% |
| Participant deferral / active EE | $2,824 | $6,467-56.3% | $5,630-49.9% | $6,690-57.8% |
| Admin fee / account holder | $14,156 | $19,293-26.6% | $15,900-11.0% | $13,392+5.7% |