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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 | $68,087 | $162,136-58.0% | $152,301-55.3% | $154,746-56.0% |
| Participation rate | 58.3% | 84.1%-25.8pp | 82.4%-24.1pp | 80.7%-22.4pp |
| Annual return | 44.12% | 91.02%-46.9pp | 80.50%-36.4pp | 172.34%-128.2pp |
| Employer contribution / active EE | $766 | $4,890-84.3% | $4,624-83.4% | $4,379-82.5% |
| Participant deferral / active EE | $9,013 | $8,341+8.1% | $8,004+12.6% | $6,730+33.9% |
| Admin fee / account holder | $13,111 | $15,759-16.8% | $14,398-8.9% | $14,365-8.7% |