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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 | $124,173 | $124,980-0.6% | $108,359+14.6% | $154,746-19.8% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 60.58% | 45.00%+15.6pp | 36.89%+23.7pp | 172.34%-111.8pp |
| Employer contribution / active EE | $503 | $2,851-82.3% | $2,399-79.0% | $4,379-88.5% |
| Participant deferral / active EE | $1,410 | $4,743-70.3% | $4,137-65.9% | $6,730-79.0% |
| Admin fee / account holder | $44,952 | $11,502+290.8% | $9,741+361.5% | $14,365+212.9% |