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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 | $154,314 | $175,259-12.0% | $149,723+3.1% | $139,487+10.6% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 22.90% | 166.82%-143.9pp | 134.50%-111.6pp | 373.84%-350.9pp |
| Employer contribution / active EE | $1,000 | $5,478-81.7% | $4,821-79.3% | $4,755-79.0% |
| Participant deferral / active EE | $10,000 | $6,522+53.3% | $5,682+76.0% | $6,713+49.0% |
| Admin fee / account holder | $476 | $16,158-97.1% | $13,215-96.4% | $11,407-95.8% |