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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 | $138,136 | $160,028-13.7% | $147,080-6.1% | $145,884-5.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.53% | 98.60%-86.1pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $920 | $5,286-82.6% | $4,933-81.3% | $4,662-80.3% |
| Participant deferral / active EE | $7,394 | $8,422-12.2% | $8,066-8.3% | $6,690+10.5% |
| Admin fee / account holder | $15,267 | $15,030+1.6% | $12,989+17.5% | $13,392+14.0% |