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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 | $119,733 | $148,582-19.4% | $135,942-11.9% | $139,456-14.1% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 25.03% | 79.26%-54.2pp | 68.28%-43.3pp | 373.45%-348.4pp |
| Employer contribution / active EE | $784 | $5,245-85.1% | $4,858-83.9% | $4,753-83.5% |
| Participant deferral / active EE | $10,000 | $8,101+23.4% | $7,759+28.9% | $6,711+49.0% |
| Admin fee / account holder | $388 | $12,402-96.9% | $10,764-96.4% | $11,407-96.6% |