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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 | $52,202 | $115,810-54.9% | $101,271-48.5% | $158,966-67.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 13.17% | 56.15%-43.0pp | 46.48%-33.3pp | 302.95%-289.8pp |
| Employer contribution / active EE | $702 | $4,175-83.2% | $3,660-80.8% | $4,762-85.3% |
| Participant deferral / active EE | $3,883 | $4,958-21.7% | $4,371-11.2% | $5,983-35.1% |
| Admin fee / account holder | $2,210 | $7,248-69.5% | $5,948-62.8% | $11,250-80.4% |