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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 | $45,158 | $166,242-72.8% | $165,071-72.6% | $145,884-69.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 18.48% | 100.44%-82.0pp | 70.17%-51.7pp | 551.85%-533.4pp |
| Employer contribution / active EE | $780 | $5,283-85.2% | $4,347-82.0% | $4,662-83.3% |
| Participant deferral / active EE | $3,717 | $6,964-46.6% | $6,035-38.4% | $6,690-44.4% |
| Admin fee / account holder | $865 | $16,658-94.8% | $12,695-93.2% | $13,392-93.5% |