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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 | $110,655 | $109,908+0.7% | $97,161+13.9% | $145,978-24.2% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 17.68% | 243.80%-226.1pp | 75.36%-57.7pp | 550.52%-532.8pp |
| Employer contribution / active EE | $307 | $3,077-90.0% | $2,723-88.7% | $4,662-93.4% |
| Participant deferral / active EE | $1,936 | $4,679-58.6% | $4,265-54.6% | $6,690-71.1% |
| Admin fee / account holder | $782 | $6,213-87.4% | $5,647-86.1% | $13,400-94.2% |