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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 | $182,239 | $112,131+62.5% | $95,964+89.9% | $158,982+14.6% |
| Participation rate | 42.9% | 79.0%-36.1pp | 77.1%-34.2pp | 82.0%-39.1pp |
| Annual return | 8.81% | 171.19%-162.4pp | 91.64%-82.8pp | 302.99%-294.2pp |
| Employer contribution / active EE | $361 | $3,199-88.7% | $2,541-85.8% | $4,763-92.4% |
| Participant deferral / active EE | $2,769 | $4,784-42.1% | $4,167-33.5% | $5,983-53.7% |
| Admin fee / account holder | $348 | $10,136-96.6% | $6,797-94.9% | $11,252-96.9% |