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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 | $122,065 | $148,582-17.8% | $135,942-10.2% | $139,456-12.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 19.13% | 79.26%-60.1pp | 68.28%-49.2pp | 373.45%-354.3pp |
| Employer contribution / active EE | $730 | $5,245-86.1% | $4,858-85.0% | $4,753-84.6% |
| Participant deferral / active EE | $13,500 | $8,101+66.6% | $7,759+74.0% | $6,711+101.2% |
| Admin fee / account holder | $815 | $12,402-93.4% | $10,764-92.4% | $11,407-92.9% |