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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 | $115,149 | $107,353+7.3% | $92,903+23.9% | $152,885-24.7% |
| Participation rate | 57.9% | 79.8%-21.9pp | 76.0%-18.1pp | 82.5%-24.6pp |
| Annual return | 20.05% | 145.62%-125.6pp | 109.43%-89.4pp | 345.39%-325.3pp |
| Employer contribution / active EE | $675 | $4,222-84.0% | $3,653-81.5% | $4,763-85.8% |
| Participant deferral / active EE | $4,171 | $4,848-14.0% | $4,238-1.6% | $5,851-28.7% |
| Admin fee / account holder | $1,732 | $7,081-75.5% | $5,795-70.1% | $11,598-85.1% |