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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 | $46,279 | $160,040-71.1% | $147,096-68.5% | $145,877-68.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 22.13% | 98.49%-76.4pp | 419.75%-397.6pp | 551.28%-529.2pp |
| Employer contribution / active EE | $836 | $5,289-84.2% | $4,936-83.1% | $4,663-82.1% |
| Participant deferral / active EE | $3,583 | $8,429-57.5% | $8,071-55.6% | $6,691-46.4% |
| Admin fee / account holder | $10,151 | $15,050-32.5% | $13,005-21.9% | $13,402-24.3% |