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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 | $137,711 | $118,877+15.8% | $96,570+42.6% | $167,536-17.8% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 13.01% | 50.50%-37.5pp | 37.79%-24.8pp | 478.82%-465.8pp |
| Employer contribution / active EE | $363 | $3,121-88.4% | $2,357-84.6% | $4,839-92.5% |
| Participant deferral / active EE | $3,107 | $4,617-32.7% | $3,849-19.3% | $6,342-51.0% |
| Admin fee / account holder | $11,567 | $8,069+43.4% | $6,182+87.1% | $12,315-6.1% |