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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 | $54,454 | $183,516-70.3% | $155,534-65.0% | $145,884-62.7% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 40.46% | 61.43%-21.0pp | 64.92%-24.5pp | 551.85%-511.4pp |
| Employer contribution / active EE | $563 | $5,315-89.4% | $4,675-88.0% | $4,662-87.9% |
| Participant deferral / active EE | $3,138 | $6,467-51.5% | $5,630-44.3% | $6,690-53.1% |
| Admin fee / account holder | $2,345 | $19,293-87.8% | $15,900-85.2% | $13,392-82.5% |