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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 | $46,672 | $209,425-77.7% | $178,499-73.9% | $158,966-70.6% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 30.93% | 188.80%-157.9pp | 151.10%-120.2pp | 302.95%-272.0pp |
| Employer contribution / active EE | $770 | $5,707-86.5% | $5,011-84.6% | $4,762-83.8% |
| Participant deferral / active EE | $6,694 | $5,955+12.4% | $5,202+28.7% | $5,983+11.9% |
| Admin fee / account holder | $394 | $17,078-97.7% | $13,986-97.2% | $11,250-96.5% |