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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 | $225,584 | $157,296+43.4% | $141,191+59.8% | $152,897+47.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.26% | 64.34%-41.1pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $685 | $5,262-87.0% | $4,736-85.5% | $4,764-85.6% |
| Participant deferral / active EE | $8,576 | $7,111+20.6% | $6,710+27.8% | $5,851+46.6% |
| Admin fee / account holder | $1,007 | $12,125-91.7% | $10,264-90.2% | $11,599-91.3% |