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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 | $138,569 | $138,114+0.3% | $125,391+10.5% | $134,545+3.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.84% | 750.88%-766.7pp | 572.41%-588.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $477 | $5,246-90.9% | $4,816-90.1% | $4,742-89.9% |
| Participant deferral / active EE | $9,621 | $7,801+23.3% | $7,448+29.2% | $6,401+50.3% |
| Admin fee / account holder | $907 | $11,570-92.2% | $10,009-90.9% | $11,431-92.1% |