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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 | $126,619 | $183,592-31.0% | $155,574-18.6% | $145,877-13.2% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 13.11% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $463 | $5,317-91.3% | $4,676-90.1% | $4,663-90.1% |
| Participant deferral / active EE | $8,668 | $6,466+34.1% | $5,629+54.0% | $6,691+29.6% |
| Admin fee / account holder | $728 | $19,316-96.2% | $15,914-95.4% | $13,402-94.6% |