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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 | $44,670 | $217,432-79.5% | $185,851-76.0% | $167,553-73.3% |
| Participation rate | 20.0% | 86.1%-66.1pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 20.94% | 148.43%-127.5pp | 122.11%-101.2pp | 478.89%-457.9pp |
| Employer contribution / active EE | $834 | $5,874-85.8% | $5,168-83.9% | $4,840-82.8% |
| Participant deferral / active EE | $3,591 | $6,357-43.5% | $5,569-35.5% | $6,343-43.4% |
| Admin fee / account holder | $372 | $19,820-98.1% | $16,245-97.7% | $12,316-97.0% |