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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 | $55,784 | $160,040-65.1% | $147,096-62.1% | $145,877-61.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 15.77% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $461 | $5,289-91.3% | $4,936-90.7% | $4,663-90.1% |
| Participant deferral / active EE | $9,927 | $8,429+17.8% | $8,071+23.0% | $6,691+48.4% |
| Admin fee / account holder | $1,732 | $15,050-88.5% | $13,005-86.7% | $13,402-87.1% |