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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 | $119,832 | $107,363+11.6% | $92,909+29.0% | $152,897-21.6% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.5%-68.2pp |
| Annual return | 21.83% | 145.63%-123.8pp | 109.44%-87.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $323 | $4,222-92.4% | $3,653-91.2% | $4,764-93.2% |
| Participant deferral / active EE | $1,391 | $4,848-71.3% | $4,238-67.2% | $5,851-76.2% |
| Admin fee / account holder | $770 | $7,082-89.1% | $5,795-86.7% | $11,599-93.4% |