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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 | $182,209 | $217,432-16.2% | $185,849-2.0% | $167,536+8.8% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 17.40% | 148.42%-131.0pp | 122.10%-104.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,165 | $5,875-80.2% | $5,169-77.5% | $4,839-75.9% |
| Participant deferral / active EE | $4,164 | $6,357-34.5% | $5,569-25.2% | $6,342-34.3% |
| Admin fee / account holder | $642 | $19,818-96.8% | $16,244-96.0% | $12,315-94.8% |