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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 | $45,858 | $178,174-74.3% | $156,181-70.6% | $137,256-66.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 14.64% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $725 | $4,972-85.4% | $4,294-83.1% | $4,156-82.6% |
| Participant deferral / active EE | $4,253 | $6,888-38.2% | $6,132-30.6% | $6,407-33.6% |
| Admin fee / account holder | $19,639 | $17,404+12.8% | $14,586+34.6% | $12,270+60.1% |