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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 | $164,695 | $175,231-6.0% | $149,696+10.0% | $139,466+18.1% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 22.31% | 166.77%-144.5pp | 134.46%-112.1pp | 373.66%-351.4pp |
| Employer contribution / active EE | $937 | $5,478-82.9% | $4,821-80.6% | $4,754-80.3% |
| Participant deferral / active EE | $3,339 | $6,521-48.8% | $5,682-41.2% | $6,712-50.3% |
| Admin fee / account holder | $514 | $16,155-96.8% | $13,212-96.1% | $11,409-95.5% |