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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 | $58,942 | $172,111-65.8% | $150,298-60.8% | $137,256-57.1% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 15.31% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $487 | $4,636-89.5% | $4,154-88.3% | $4,156-88.3% |
| Participant deferral / active EE | $4,015 | $6,166-34.9% | $5,453-26.4% | $6,407-37.3% |
| Admin fee / account holder | $2,746 | $16,471-83.3% | $14,116-80.5% | $12,270-77.6% |