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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 | $136,709 | $183,539-25.5% | $155,556-12.1% | $145,897-6.3% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 13.38% | 61.31%-47.9pp | 64.84%-51.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $814 | $5,315-84.7% | $4,675-82.6% | $4,663-82.5% |
| Participant deferral / active EE | $8,138 | $6,467+25.8% | $5,631+44.5% | $6,689+21.7% |
| Admin fee / account holder | $590 | $19,275-96.9% | $15,885-96.3% | $13,390-95.6% |