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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 | $122,110 | $202,342-39.7% | $172,752-29.3% | $152,897-20.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 13.14% | 1029.83%-1016.7pp | 802.97%-789.8pp | 345.43%-332.3pp |
| Employer contribution / active EE | $454 | $5,858-92.3% | $5,144-91.2% | $4,764-90.5% |
| Participant deferral / active EE | $7,787 | $5,948+30.9% | $5,198+49.8% | $5,851+33.1% |
| Admin fee / account holder | $719 | $17,111-95.8% | $13,955-94.9% | $11,599-93.8% |