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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 | $58,005 | $160,040-63.8% | $147,096-60.6% | $145,877-60.2% |
| Participation rate | 36.8% | 84.0%-47.2pp | 82.2%-45.3pp | 80.3%-43.5pp |
| Annual return | 14.93% | 98.49%-83.6pp | 419.75%-404.8pp | 551.28%-536.4pp |
| Employer contribution / active EE | $926 | $5,289-82.5% | $4,936-81.2% | $4,663-80.2% |
| Participant deferral / active EE | $2,761 | $8,429-67.2% | $8,071-65.8% | $6,691-58.7% |
| Admin fee / account holder | $874 | $15,050-94.2% | $13,005-93.3% | $13,402-93.5% |