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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 | $142,145 | $175,231-18.9% | $149,696-5.0% | $139,466+1.9% |
| Participation rate | 45.8% | 83.4%-37.6pp | 78.8%-32.9pp | 80.3%-34.5pp |
| Annual return | 28.25% | 166.77%-138.5pp | 134.46%-106.2pp | 373.66%-345.4pp |
| Employer contribution / active EE | $662 | $5,478-87.9% | $4,821-86.3% | $4,754-86.1% |
| Participant deferral / active EE | $4,590 | $6,521-29.6% | $5,682-19.2% | $6,712-31.6% |
| Admin fee / account holder | $1,688 | $16,155-89.6% | $13,212-87.2% | $11,409-85.2% |