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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 | $133,415 | $198,462-32.8% | $170,439-21.7% | $147,585-9.6% |
| Participation rate | 22.2% | 88.0%-65.7pp | 83.6%-61.4pp | 82.8%-60.6pp |
| Annual return | 22.15% | 257.30%-235.2pp | 205.94%-183.8pp | 578.58%-556.4pp |
| Employer contribution / active EE | $354 | $6,184-94.3% | $5,433-93.5% | $4,876-92.7% |
| Participant deferral / active EE | $4,000 | $5,629-28.9% | $4,939-19.0% | $5,439-26.5% |
| Admin fee / account holder | $922 | $16,852-94.5% | $13,881-93.4% | $10,886-91.5% |