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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 | $162,296 | $165,399-1.9% | $149,745+8.4% | $158,982+2.1% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 46.97% | 348.34%-301.4pp | 276.72%-229.8pp | 302.99%-256.0pp |
| Employer contribution / active EE | $884 | $5,105-82.7% | $4,646-81.0% | $4,763-81.4% |
| Participant deferral / active EE | $5,453 | $7,183-24.1% | $6,843-20.3% | $5,983-8.9% |
| Admin fee / account holder | $20,714 | $10,811+91.6% | $9,312+122.4% | $11,252+84.1% |