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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 | $114,636 | $185,312-38.1% | $161,489-29.0% | $154,746-25.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 20.20% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $682 | $4,769-85.7% | $4,268-84.0% | $4,379-84.4% |
| Participant deferral / active EE | $5,899 | $6,350-7.1% | $5,630+4.8% | $6,730-12.4% |
| Admin fee / account holder | $329 | $18,654-98.2% | $16,006-97.9% | $14,365-97.7% |