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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 | $160,040-10.5% | $147,096-2.6% | $145,877-1.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 14.37% | 98.49%-84.1pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $576 | $5,289-89.1% | $4,936-88.3% | $4,663-87.7% |
| Participant deferral / active EE | $7,052 | $8,429-16.3% | $8,071-12.6% | $6,691+5.4% |
| Admin fee / account holder | $17,782 | $15,050+18.2% | $13,005+36.7% | $13,402+32.7% |