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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 | $160,070-10.5% | $147,117-2.6% | $145,897-1.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 14.37% | 98.69%-84.3pp | 420.54%-406.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $576 | $5,285-89.1% | $4,932-88.3% | $4,663-87.7% |
| Participant deferral / active EE | $7,052 | $8,419-16.2% | $8,065-12.6% | $6,689+5.4% |
| Admin fee / account holder | $17,782 | $15,035+18.3% | $12,993+36.9% | $13,390+32.8% |