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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 | $155,269 | $166,268-6.6% | $165,100-6.0% | $145,897+6.4% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.6%-13.6pp | 80.3%-15.3pp |
| Annual return | 15.26% | 100.52%-85.3pp | 70.21%-54.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $593 | $5,284-88.8% | $4,348-86.4% | $4,663-87.3% |
| Participant deferral / active EE | $6,540 | $6,964-6.1% | $6,035+8.4% | $6,689-2.2% |
| Admin fee / account holder | $7,220 | $16,659-56.7% | $12,696-43.1% | $13,390-46.1% |