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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 | $137,530 | $115,814+18.8% | $101,275+35.8% | $158,982-13.5% |
| Participation rate | 61.5% | 79.4%-17.8pp | 75.8%-14.3pp | 82.0%-20.4pp |
| Annual return | 11.95% | 56.16%-44.2pp | 46.48%-34.5pp | 302.99%-291.0pp |
| Employer contribution / active EE | $486 | $4,176-88.4% | $3,660-86.7% | $4,763-89.8% |
| Participant deferral / active EE | $2,271 | $4,958-54.2% | $4,371-48.0% | $5,983-62.0% |
| Admin fee / account holder | $7,283 | $7,249+0.5% | $5,948+22.5% | $11,252-35.3% |