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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 | $132,489 | $157,296-15.8% | $141,191-6.2% | $152,897-13.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.26% | 64.34%-42.1pp | 71.41%-49.1pp | 345.43%-323.2pp |
| Employer contribution / active EE | $593 | $5,262-88.7% | $4,736-87.5% | $4,764-87.6% |
| Participant deferral / active EE | $7,869 | $7,111+10.7% | $6,710+17.3% | $5,851+34.5% |
| Admin fee / account holder | $988 | $12,125-91.9% | $10,264-90.4% | $11,599-91.5% |