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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 | $50,446 | $117,846-57.2% | $102,434-50.8% | $145,884-65.4% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 8.68% | 31.90%-23.2pp | 29.46%-20.8pp | 551.85%-543.2pp |
| Employer contribution / active EE | $776 | $3,615-78.5% | $3,023-74.3% | $4,662-83.4% |
| Participant deferral / active EE | $4,498 | $5,733-21.5% | $5,055-11.0% | $6,690-32.8% |
| Admin fee / account holder | $1,176 | $13,356-91.2% | $9,462-87.6% | $13,392-91.2% |