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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 | $55,887 | $183,592-69.6% | $155,574-64.1% | $145,877-61.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 19.66% | 61.37%-41.7pp | 64.87%-45.2pp | 551.28%-531.6pp |
| Employer contribution / active EE | $940 | $5,317-82.3% | $4,676-79.9% | $4,663-79.8% |
| Participant deferral / active EE | $8,192 | $6,466+26.7% | $5,629+45.5% | $6,691+22.4% |
| Admin fee / account holder | $1,494 | $19,316-92.3% | $15,914-90.6% | $13,402-88.9% |