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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 | $138,229 | $166,268-16.9% | $165,100-16.3% | $145,897-5.3% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 16.00% | 100.52%-84.5pp | 70.21%-54.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $984 | $5,284-81.4% | $4,348-77.4% | $4,663-78.9% |
| Participant deferral / active EE | $7,741 | $6,964+11.2% | $6,035+28.3% | $6,689+15.7% |
| Admin fee / account holder | $911 | $16,659-94.5% | $12,696-92.8% | $13,390-93.2% |