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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 | $116,750 | $183,516-36.4% | $155,534-24.9% | $145,884-20.0% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 14.30% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $846 | $5,315-84.1% | $4,675-81.9% | $4,662-81.8% |
| Participant deferral / active EE | $8,803 | $6,467+36.1% | $5,630+56.4% | $6,690+31.6% |
| Admin fee / account holder | $510 | $19,293-97.4% | $15,900-96.8% | $13,392-96.2% |