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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 | $140,921 | $157,304-10.4% | $141,197-0.2% | $152,909-7.8% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 27.39% | 64.34%-37.0pp | 71.41%-44.0pp | 345.46%-318.1pp |
| Employer contribution / active EE | $776 | $5,263-85.3% | $4,736-83.6% | $4,764-83.7% |
| Participant deferral / active EE | $6,757 | $7,111-5.0% | $6,710+0.7% | $5,851+15.5% |
| Admin fee / account holder | $656 | $12,126-94.6% | $10,265-93.6% | $11,601-94.3% |