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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 | $149,233 | $209,422-28.7% | $178,503-16.4% | $158,982-6.1% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 11.75% | 188.81%-177.1pp | 151.12%-139.4pp | 302.99%-291.2pp |
| Employer contribution / active EE | $976 | $5,707-82.9% | $5,011-80.5% | $4,763-79.5% |
| Participant deferral / active EE | $4,835 | $5,955-18.8% | $5,202-7.1% | $5,983-19.2% |
| Admin fee / account holder | $1,069 | $17,079-93.7% | $13,987-92.4% | $11,252-90.5% |