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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 | $42,466 | $174,379-75.6% | $152,093-72.1% | $138,895-69.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 63.18% | 74.86%-11.7pp | 66.36%-3.2pp | 145.39%-82.2pp |
| Employer contribution / active EE | $575 | $4,652-87.6% | $4,175-86.2% | $4,194-86.3% |
| Participant deferral / active EE | $5,511 | $6,159-10.5% | $5,451+1.1% | $6,396-13.8% |
| Admin fee / account holder | $1,323 | $16,880-92.2% | $14,497-90.9% | $12,562-89.5% |