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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 | $143,524 | $129,737+10.6% | $119,126+20.5% | $154,746-7.3% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 16.77% | 379.08%-362.3pp | 282.11%-265.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $752 | $4,375-82.8% | $4,034-81.4% | $4,379-82.8% |
| Participant deferral / active EE | $7,805 | $5,842+33.6% | $5,318+46.8% | $6,730+16.0% |
| Admin fee / account holder | $1,133 | $11,961-90.5% | $10,693-89.4% | $14,365-92.1% |