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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 | $116,797 | $159,934-27.0% | $147,005-20.5% | $145,959-20.0% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 16.22% | 98.24%-82.0pp | 418.76%-402.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $695 | $5,287-86.9% | $4,934-85.9% | $4,661-85.1% |
| Participant deferral / active EE | $7,714 | $8,427-8.5% | $8,070-4.4% | $6,689+15.3% |
| Admin fee / account holder | $472 | $15,053-96.9% | $13,006-96.4% | $13,398-96.5% |