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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 | $64,457 | $157,296-59.0% | $141,191-54.3% | $152,897-57.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 24.65% | 64.34%-39.7pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $700 | $5,262-86.7% | $4,736-85.2% | $4,764-85.3% |
| Participant deferral / active EE | $8,600 | $7,111+20.9% | $6,710+28.2% | $5,851+47.0% |
| Admin fee / account holder | $724 | $12,125-94.0% | $10,264-92.9% | $11,599-93.8% |