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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 | $100,073+34.8% | $85,126+58.4% | $145,877-7.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 11.10% | 84.11%-73.0pp | 66.63%-55.5pp | 551.28%-540.2pp |
| Employer contribution / active EE | $266 | $3,236-91.8% | $2,731-90.3% | $4,663-94.3% |
| Participant deferral / active EE | $7,684 | $5,294+45.1% | $4,523+69.9% | $6,691+14.8% |
| Admin fee / account holder | $7,983 | $7,261+9.9% | $6,160+29.6% | $13,402-40.4% |