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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 | $184,127 | $209,425-12.1% | $178,499+3.2% | $158,966+15.8% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 12.06% | 188.80%-176.7pp | 151.10%-139.0pp | 302.95%-290.9pp |
| Employer contribution / active EE | $944 | $5,707-83.5% | $5,011-81.2% | $4,762-80.2% |
| Participant deferral / active EE | $4,376 | $5,955-26.5% | $5,202-15.9% | $5,983-26.9% |
| Admin fee / account holder | $15,070 | $17,078-11.8% | $13,986+7.7% | $11,250+34.0% |