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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 | $141,769 | $166,131-14.7% | $164,975-14.1% | $145,877-2.8% |
| Participation rate | 26.7% | 82.0%-55.3pp | 78.6%-51.9pp | 80.3%-53.6pp |
| Annual return | 14.10% | 100.37%-86.3pp | 70.12%-56.0pp | 551.28%-537.2pp |
| Employer contribution / active EE | $933 | $5,276-82.3% | $4,343-78.5% | $4,663-80.0% |
| Participant deferral / active EE | $6,133 | $6,962-11.9% | $6,033+1.7% | $6,691-8.3% |
| Admin fee / account holder | $1,377 | $16,648-91.7% | $12,688-89.1% | $13,402-89.7% |