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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 | $49,842 | $183,592-72.9% | $155,574-68.0% | $145,877-65.8% |
| Participation rate | 38.1% | 82.7%-44.6pp | 78.2%-40.1pp | 80.3%-42.2pp |
| Annual return | 14.75% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $658 | $5,317-87.6% | $4,676-85.9% | $4,663-85.9% |
| Participant deferral / active EE | $2,766 | $6,466-57.2% | $5,629-50.9% | $6,691-58.7% |
| Admin fee / account holder | $495 | $19,316-97.4% | $15,914-96.9% | $13,402-96.3% |