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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 | $138,529 | $157,276-11.9% | $141,177-1.9% | $152,885-9.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 24.66% | 64.33%-39.7pp | 71.40%-46.7pp | 345.39%-320.7pp |
| Employer contribution / active EE | $598 | $5,262-88.6% | $4,736-87.4% | $4,763-87.5% |
| Participant deferral / active EE | $5,385 | $7,110-24.3% | $6,710-19.8% | $5,851-8.0% |
| Admin fee / account holder | $32,500 | $12,123+168.1% | $10,263+216.7% | $11,598+180.2% |