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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 | $170,415 | $165,399+3.0% | $149,745+13.8% | $158,982+7.2% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 13.10% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $515 | $5,105-89.9% | $4,646-88.9% | $4,763-89.2% |
| Participant deferral / active EE | $4,214 | $7,183-41.3% | $6,843-38.4% | $5,983-29.6% |
| Admin fee / account holder | $379 | $10,811-96.5% | $9,312-95.9% | $11,252-96.6% |