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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 | $139,932 | $148,629-5.9% | $135,982+2.9% | $139,487+0.3% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 19.58% | 79.33%-59.7pp | 68.32%-48.7pp | 373.84%-354.3pp |
| Employer contribution / active EE | $562 | $5,247-89.3% | $4,859-88.4% | $4,755-88.2% |
| Participant deferral / active EE | $5,622 | $8,102-30.6% | $7,760-27.6% | $6,713-16.2% |
| Admin fee / account holder | $14,826 | $12,406+19.5% | $10,767+37.7% | $11,407+30.0% |