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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 | $143,284 | $159,934-10.4% | $147,005-2.5% | $145,959-1.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 14.37% | 98.24%-83.9pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $576 | $5,287-89.1% | $4,934-88.3% | $4,661-87.6% |
| Participant deferral / active EE | $7,052 | $8,427-16.3% | $8,070-12.6% | $6,689+5.4% |
| Admin fee / account holder | $17,782 | $15,053+18.1% | $13,006+36.7% | $13,398+32.7% |