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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 | $68,658 | $90,530-24.2% | $76,030-9.7% | $145,897-52.9% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 17.43% | 625.08%-607.6pp | 361.54%-344.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $373 | $3,319-88.8% | $2,688-86.1% | $4,663-92.0% |
| Participant deferral / active EE | $4,467 | $5,164-13.5% | $4,257+4.9% | $6,689-33.2% |
| Admin fee / account holder | $744 | $8,383-91.1% | $6,421-88.4% | $13,390-94.4% |