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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 | $139,509 | $185,856-24.9% | $170,028-17.9% | $139,4560% |
| Participation rate | 60.9% | 87.8%-26.9pp | 87.0%-26.1pp | 80.3%-19.5pp |
| Annual return | 21.37% | 60.52%-39.1pp | 53.39%-32.0pp | 373.45%-352.1pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,184 | $11,623-3.8% | $10,409+7.4% | $6,711+66.6% |
| Admin fee / account holder | $20,722 | $15,387+34.7% | $12,820+61.6% | $11,407+81.7% |