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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 | $175,213 | $209,422-16.3% | $178,503-1.8% | $158,982+10.2% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 11.79% | 188.81%-177.0pp | 151.12%-139.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $633 | $5,707-88.9% | $5,011-87.4% | $4,763-86.7% |
| Participant deferral / active EE | $4,010 | $5,955-32.7% | $5,202-22.9% | $5,983-33.0% |
| Admin fee / account holder | $1,894 | $17,079-88.9% | $13,987-86.5% | $11,252-83.2% |