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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 | $44,603 | $160,028-72.1% | $147,080-69.7% | $145,884-69.4% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 16.17% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $429 | $5,286-91.9% | $4,933-91.3% | $4,662-90.8% |
| Participant deferral / active EE | $6,426 | $8,422-23.7% | $8,066-20.3% | $6,690-3.9% |
| Admin fee / account holder | $14,265 | $15,030-5.1% | $12,989+9.8% | $13,392+6.5% |