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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 | $134,849 | $99,921+35.0% | $85,009+58.6% | $145,959-7.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 11.10% | 83.89%-72.8pp | 66.47%-55.4pp | 561.95%-550.9pp |
| Employer contribution / active EE | $266 | $3,233-91.8% | $2,728-90.2% | $4,661-94.3% |
| Participant deferral / active EE | $7,684 | $5,293+45.2% | $4,522+69.9% | $6,689+14.9% |
| Admin fee / account holder | $7,983 | $7,252+10.1% | $6,153+29.7% | $13,398-40.4% |