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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 | $46,498 | $209,425-77.8% | $178,499-74.0% | $158,966-70.7% |
| Participation rate | 65.0% | 86.4%-21.4pp | 81.9%-16.9pp | 82.0%-17.0pp |
| Annual return | 18.67% | 188.80%-170.1pp | 151.10%-132.4pp | 302.95%-284.3pp |
| Employer contribution / active EE | $846 | $5,707-85.2% | $5,011-83.1% | $4,762-82.2% |
| Participant deferral / active EE | $3,452 | $5,955-42.0% | $5,202-33.7% | $5,983-42.3% |
| Admin fee / account holder | $2,150 | $17,078-87.4% | $13,986-84.6% | $11,250-80.9% |