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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 | $71,758 | $217,432-67.0% | $185,849-61.4% | $167,536-57.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 17.37% | 148.42%-131.0pp | 122.10%-104.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,019 | $5,875-82.7% | $5,169-80.3% | $4,839-78.9% |
| Participant deferral / active EE | $7,804 | $6,357+22.8% | $5,569+40.1% | $6,342+23.0% |
| Admin fee / account holder | $315 | $19,818-98.4% | $16,244-98.1% | $12,315-97.4% |