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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 | $140,342 | $183,592-23.6% | $155,574-9.8% | $145,877-3.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.61% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $744 | $5,317-86.0% | $4,676-84.1% | $4,663-84.1% |
| Participant deferral / active EE | $11,515 | $6,466+78.1% | $5,629+104.6% | $6,691+72.1% |
| Admin fee / account holder | $10,472 | $19,316-45.8% | $15,914-34.2% | $13,402-21.9% |