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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 | $66,756 | $148,629-55.1% | $135,982-50.9% | $139,487-52.1% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 21.66% | 79.33%-57.7pp | 68.32%-46.7pp | 373.84%-352.2pp |
| Employer contribution / active EE | $925 | $5,247-82.4% | $4,859-81.0% | $4,755-80.5% |
| Participant deferral / active EE | $5,029 | $8,102-37.9% | $7,760-35.2% | $6,713-25.1% |
| Admin fee / account holder | $541 | $12,406-95.6% | $10,767-95.0% | $11,407-95.3% |