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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 | $166,020-72.8% | $164,866-72.6% | $145,959-69.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 18.48% | 100.08%-81.6pp | 69.97%-51.5pp | 561.95%-543.5pp |
| Employer contribution / active EE | $780 | $5,275-85.2% | $4,343-82.0% | $4,661-83.3% |
| Participant deferral / active EE | $3,717 | $6,961-46.6% | $6,033-38.4% | $6,689-44.4% |
| Admin fee / account holder | $865 | $16,644-94.8% | $12,689-93.2% | $13,398-93.5% |