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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 | $65,145 | $183,539-64.5% | $155,556-58.1% | $145,897-55.3% |
| Participation rate | 21.4% | 82.7%-61.3pp | 78.2%-56.8pp | 80.3%-58.9pp |
| Annual return | 16.31% | 61.31%-45.0pp | 64.84%-48.5pp | 552.29%-536.0pp |
| Employer contribution / active EE | $695 | $5,315-86.9% | $4,675-85.1% | $4,663-85.1% |
| Participant deferral / active EE | $2,379 | $6,467-63.2% | $5,631-57.7% | $6,689-64.4% |
| Admin fee / account holder | $478 | $19,275-97.5% | $15,885-97.0% | $13,390-96.4% |