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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 | $128,253 | $175,231-26.8% | $149,696-14.3% | $139,466-8.0% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 14.38% | 166.77%-152.4pp | 134.46%-120.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $912 | $5,478-83.4% | $4,821-81.1% | $4,754-80.8% |
| Participant deferral / active EE | $2,062 | $6,521-68.4% | $5,682-63.7% | $6,712-69.3% |
| Admin fee / account holder | $304 | $16,155-98.1% | $13,212-97.7% | $11,409-97.3% |