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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 | $45,983 | $209,422-78.0% | $178,503-74.2% | $158,982-71.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 25.26% | 188.81%-163.5pp | 151.12%-125.9pp | 302.99%-277.7pp |
| Employer contribution / active EE | $846 | $5,707-85.2% | $5,011-83.1% | $4,763-82.2% |
| Participant deferral / active EE | $3,647 | $5,955-38.8% | $5,202-29.9% | $5,983-39.0% |
| Admin fee / account holder | $2,290 | $17,079-86.6% | $13,987-83.6% | $11,252-79.6% |