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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 | $49,620 | $150,412-67.0% | $120,574-58.8% | $145,884-66.0% |
| Participation rate | 33.3% | 78.8%-45.5pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 15.02% | 154.50%-139.5pp | 107.42%-92.4pp | 551.85%-536.8pp |
| Employer contribution / active EE | $682 | $4,355-84.3% | $3,471-80.3% | $4,662-85.4% |
| Participant deferral / active EE | $2,656 | $6,175-57.0% | $4,996-46.8% | $6,690-60.3% |
| Admin fee / account holder | $622 | $12,224-94.9% | $9,445-93.4% | $13,392-95.4% |