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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 | $55,360 | $217,432-74.5% | $185,851-70.2% | $167,553-67.0% |
| Participation rate | 56.3% | 86.1%-29.8pp | 81.7%-25.5pp | 82.1%-25.9pp |
| Annual return | 20.31% | 148.43%-128.1pp | 122.11%-101.8pp | 478.89%-458.6pp |
| Employer contribution / active EE | $814 | $5,874-86.1% | $5,168-84.2% | $4,840-83.2% |
| Participant deferral / active EE | $2,428 | $6,357-61.8% | $5,569-56.4% | $6,343-61.7% |
| Admin fee / account holder | $838 | $19,820-95.8% | $16,245-94.8% | $12,316-93.2% |