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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 | $30,565 | $166,089-81.6% | $164,928-81.5% | $145,978-79.1% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.6%-24.8pp | 80.3%-26.4pp |
| Annual return | 21.89% | 100.26%-78.4pp | 70.08%-48.2pp | 550.52%-528.6pp |
| Employer contribution / active EE | $897 | $5,276-83.0% | $4,343-79.3% | $4,662-80.8% |
| Participant deferral / active EE | $4,182 | $6,961-39.9% | $6,034-30.7% | $6,690-37.5% |
| Admin fee / account holder | $1,352 | $16,641-91.9% | $12,684-89.3% | $13,400-89.9% |