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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 | $183,592-22.2% | $155,574-8.2% | $145,877-2.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 17.84% | 61.37%-43.5pp | 64.87%-47.0pp | 551.28%-533.4pp |
| Employer contribution / active EE | $83 | $5,317-98.4% | $4,676-98.2% | $4,663-98.2% |
| Participant deferral / active EE | $5,640 | $6,466-12.8% | $5,629+0.2% | $6,691-15.7% |
| Admin fee / account holder | $1,192 | $19,316-93.8% | $15,914-92.5% | $13,402-91.1% |