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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 | $58,243 | $166,020-64.9% | $164,866-64.7% | $145,959-60.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 14.79% | 100.08%-85.3pp | 69.97%-55.2pp | 561.95%-547.2pp |
| Employer contribution / active EE | $891 | $5,275-83.1% | $4,343-79.5% | $4,661-80.9% |
| Participant deferral / active EE | $9,860 | $6,961+41.6% | $6,033+63.4% | $6,689+47.4% |
| Admin fee / account holder | $443 | $16,644-97.3% | $12,689-96.5% | $13,398-96.7% |