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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 | $96,315 | $160,028-39.8% | $147,080-34.5% | $145,884-34.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.82% | 98.60%-78.8pp | 420.17%-400.3pp | 551.85%-532.0pp |
| Employer contribution / active EE | $662 | $5,286-87.5% | $4,933-86.6% | $4,662-85.8% |
| Participant deferral / active EE | $14,553 | $8,422+72.8% | $8,066+80.4% | $6,690+117.5% |
| Admin fee / account holder | $613 | $15,030-95.9% | $12,989-95.3% | $13,392-95.4% |