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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 | $158,108 | $160,040-1.2% | $147,096+7.5% | $145,877+8.4% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.2%-44.1pp | 80.3%-42.2pp |
| Annual return | 39.99% | 98.49%-58.5pp | 419.75%-379.8pp | 551.28%-511.3pp |
| Employer contribution / active EE | $760 | $5,289-85.6% | $4,936-84.6% | $4,663-83.7% |
| Participant deferral / active EE | $3,593 | $8,429-57.4% | $8,071-55.5% | $6,691-46.3% |
| Admin fee / account holder | $872 | $15,050-94.2% | $13,005-93.3% | $13,402-93.5% |