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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 | $141,974 | $165,381-14.2% | $149,730-5.2% | $158,966-10.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 20.71% | 348.29%-327.6pp | 276.70%-256.0pp | 302.95%-282.2pp |
| Employer contribution / active EE | $489 | $5,104-90.4% | $4,645-89.5% | $4,762-89.7% |
| Participant deferral / active EE | $6,657 | $7,182-7.3% | $6,843-2.7% | $5,983+11.3% |
| Admin fee / account holder | $532 | $10,809-95.1% | $9,310-94.3% | $11,250-95.3% |