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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 | $56,284 | $183,539-69.3% | $155,556-63.8% | $145,897-61.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 19.41% | 61.31%-41.9pp | 64.84%-45.4pp | 552.29%-532.9pp |
| Employer contribution / active EE | $511 | $5,315-90.4% | $4,675-89.1% | $4,663-89.0% |
| Participant deferral / active EE | $8,730 | $6,467+35.0% | $5,631+55.0% | $6,689+30.5% |
| Admin fee / account holder | $2,800 | $19,275-85.5% | $15,885-82.4% | $13,390-79.1% |