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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 | $149,352 | $198,457-24.7% | $170,435-12.4% | $147,586+1.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 9.45% | 257.30%-247.9pp | 205.94%-196.5pp | 578.59%-569.1pp |
| Employer contribution / active EE | $589 | $6,183-90.5% | $5,432-89.2% | $4,876-87.9% |
| Participant deferral / active EE | $7,056 | $5,629+25.3% | $4,939+42.8% | $5,439+29.7% |
| Admin fee / account holder | $1,942 | $16,852-88.5% | $13,881-86.0% | $10,886-82.2% |