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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 | $132,995 | $202,345-34.3% | $172,755-23.0% | $152,885-13.0% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 21.38% | 1029.77%-1008.4pp | 802.94%-781.6pp | 345.39%-324.0pp |
| Employer contribution / active EE | $988 | $5,858-83.1% | $5,144-80.8% | $4,763-79.3% |
| Participant deferral / active EE | $3,012 | $5,948-49.4% | $5,198-42.1% | $5,851-48.5% |
| Admin fee / account holder | $670 | $17,111-96.1% | $13,955-95.2% | $11,598-94.2% |