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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 | $92,567 | $183,539-49.6% | $155,556-40.5% | $145,897-36.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 14.28% | 61.31%-47.0pp | 64.84%-50.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $772 | $5,315-85.5% | $4,675-83.5% | $4,663-83.4% |
| Participant deferral / active EE | $5,974 | $6,467-7.6% | $5,631+6.1% | $6,689-10.7% |
| Admin fee / account holder | $404 | $19,275-97.9% | $15,885-97.5% | $13,390-97.0% |