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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 | $163,775 | $217,432-24.7% | $185,851-11.9% | $167,553-2.3% |
| Participation rate | 58.3% | 86.1%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 16.58% | 148.43%-131.8pp | 122.11%-105.5pp | 478.89%-462.3pp |
| Employer contribution / active EE | $659 | $5,874-88.8% | $5,168-87.2% | $4,840-86.4% |
| Participant deferral / active EE | $9,473 | $6,357+49.0% | $5,569+70.1% | $6,343+49.4% |
| Admin fee / account holder | $489 | $19,820-97.5% | $16,245-97.0% | $12,316-96.0% |