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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 | $62,341 | $183,592-66.0% | $155,574-59.9% | $145,877-57.3% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 11.43% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $316 | $5,317-94.0% | $4,676-93.2% | $4,663-93.2% |
| Participant deferral / active EE | $5,353 | $6,466-17.2% | $5,629-4.9% | $6,691-20.0% |
| Admin fee / account holder | $363 | $19,316-98.1% | $15,914-97.7% | $13,402-97.3% |