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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 | $144,101 | $165,399-12.9% | $149,745-3.8% | $158,982-9.4% |
| Participation rate | 35.0% | 84.6%-49.6pp | 82.5%-47.5pp | 82.0%-47.0pp |
| Annual return | 20.77% | 348.34%-327.6pp | 276.72%-255.9pp | 302.99%-282.2pp |
| Employer contribution / active EE | $723 | $5,105-85.8% | $4,646-84.4% | $4,763-84.8% |
| Participant deferral / active EE | $2,493 | $7,183-65.3% | $6,843-63.6% | $5,983-58.3% |
| Admin fee / account holder | $538 | $10,811-95.0% | $9,312-94.2% | $11,252-95.2% |