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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 | $47,286 | $209,847-77.5% | $189,520-75.0% | $167,518-71.8% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 20.18% | 748.45%-728.3pp | 555.25%-535.1pp | 478.71%-458.5pp |
| Employer contribution / active EE | $798 | $6,913-88.5% | $6,161-87.1% | $4,838-83.5% |
| Participant deferral / active EE | $7,725 | $8,934-13.5% | $8,220-6.0% | $6,342+21.8% |
| Admin fee / account holder | $439 | $14,295-96.9% | $12,046-96.4% | $12,312-96.4% |