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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 | $148,163 | $165,399-10.4% | $149,745-1.1% | $158,982-6.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 17.22% | 348.34%-331.1pp | 276.72%-259.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $556 | $5,105-89.1% | $4,646-88.0% | $4,763-88.3% |
| Participant deferral / active EE | $10,438 | $7,183+45.3% | $6,843+52.5% | $5,983+74.4% |
| Admin fee / account holder | $1,346 | $10,811-87.6% | $9,312-85.5% | $11,252-88.0% |