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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 | $135,120 | $125,237+7.9% | $105,608+27.9% | $145,877-7.4% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 16.68% | 225.76%-209.1pp | 116.50%-99.8pp | 551.28%-534.6pp |
| Employer contribution / active EE | $754 | $3,720-79.7% | $3,167-76.2% | $4,663-83.8% |
| Participant deferral / active EE | $11,831 | $5,711+107.2% | $5,010+136.2% | $6,691+76.8% |
| Admin fee / account holder | $11,315 | $17,287-34.5% | $11,028+2.6% | $13,402-15.6% |