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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 | $181,817 | $202,440-10.2% | $169,390+7.3% | $139,466+30.4% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 10.99% | 532.36%-521.4pp | 406.07%-395.1pp | 373.66%-362.7pp |
| Employer contribution / active EE | $89 | $4,693-98.1% | $4,013-97.8% | $4,754-98.1% |
| Participant deferral / active EE | $1,540 | $6,940-77.8% | $6,222-75.3% | $6,712-77.1% |
| Admin fee / account holder | $5,313 | $10,722-50.4% | $9,015-41.1% | $11,409-53.4% |