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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 | $133,363 | $157,276-15.2% | $141,177-5.5% | $152,885-12.8% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.5%-29.8pp |
| Annual return | 29.06% | 64.33%-35.3pp | 71.40%-42.3pp | 345.39%-316.3pp |
| Employer contribution / active EE | $838 | $5,262-84.1% | $4,736-82.3% | $4,763-82.4% |
| Participant deferral / active EE | $5,167 | $7,110-27.3% | $6,710-23.0% | $5,851-11.7% |
| Admin fee / account holder | $1,823 | $12,123-85.0% | $10,263-82.2% | $11,598-84.3% |