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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 | $83,425 | $183,539-54.5% | $155,556-46.4% | $145,897-42.8% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.7pp | 80.3%-51.7pp |
| Annual return | 13.21% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $924 | $5,315-82.6% | $4,675-80.2% | $4,663-80.2% |
| Participant deferral / active EE | $7,571 | $6,467+17.1% | $5,631+34.5% | $6,689+13.2% |
| Admin fee / account holder | $493 | $19,275-97.4% | $15,885-96.9% | $13,390-96.3% |