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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 | $132,200 | $165,381-20.1% | $149,730-11.7% | $158,966-16.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 11.03% | 348.29%-337.3pp | 276.70%-265.7pp | 302.95%-291.9pp |
| Employer contribution / active EE | $534 | $5,104-89.5% | $4,645-88.5% | $4,762-88.8% |
| Participant deferral / active EE | $9,750 | $7,182+35.8% | $6,843+42.5% | $5,983+63.0% |
| Admin fee / account holder | $817 | $10,809-92.4% | $9,310-91.2% | $11,250-92.7% |