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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 | $142,782 | $183,539-22.2% | $155,556-8.2% | $145,897-2.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 17.84% | 61.31%-43.5pp | 64.84%-47.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $83 | $5,315-98.4% | $4,675-98.2% | $4,663-98.2% |
| Participant deferral / active EE | $5,640 | $6,467-12.8% | $5,631+0.2% | $6,689-15.7% |
| Admin fee / account holder | $1,192 | $19,275-93.8% | $15,885-92.5% | $13,390-91.1% |