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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 | $75,116 | $107,368-30.0% | $92,915-19.2% | $152,909-50.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 24.01% | 145.64%-121.6pp | 109.45%-85.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $697 | $4,222-83.5% | $3,653-80.9% | $4,764-85.4% |
| Participant deferral / active EE | $3,057 | $4,848-36.9% | $4,238-27.9% | $5,851-47.8% |
| Admin fee / account holder | $498 | $7,082-93.0% | $5,796-91.4% | $11,601-95.7% |