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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 | $43,757 | $227,291-80.7% | $214,702-79.6% | $155,188-71.8% |
| Participation rate | 63.6% | 88.0%-24.3pp | 87.5%-23.8pp | 80.8%-17.2pp |
| Annual return | 22.04% | 60.08%-38.0pp | 54.55%-32.5pp | 148.84%-126.8pp |
| Employer contribution / active EE | $511 | $6,772-92.5% | $6,461-92.1% | $4,248-88.0% |
| Participant deferral / active EE | $4,003 | $9,582-58.2% | $9,147-56.2% | $6,531-38.7% |
| Admin fee / account holder | $5,528 | $20,413-72.9% | $19,830-72.1% | $14,480-61.8% |