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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 | $118,854 | $115,810+2.6% | $101,271+17.4% | $158,966-25.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 12.40% | 56.15%-43.8pp | 46.48%-34.1pp | 302.95%-290.5pp |
| Employer contribution / active EE | $182 | $4,175-95.6% | $3,660-95.0% | $4,762-96.2% |
| Participant deferral / active EE | $2,766 | $4,958-44.2% | $4,371-36.7% | $5,983-53.8% |
| Admin fee / account holder | $1,062 | $7,248-85.3% | $5,948-82.1% | $11,250-90.6% |