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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 | $44,592 | $160,028-72.1% | $147,080-69.7% | $145,884-69.4% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 17.33% | 98.60%-81.3pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $825 | $5,286-84.4% | $4,933-83.3% | $4,662-82.3% |
| Participant deferral / active EE | $6,326 | $8,422-24.9% | $8,066-21.6% | $6,690-5.4% |
| Admin fee / account holder | $383 | $15,030-97.5% | $12,989-97.1% | $13,392-97.1% |