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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 | $173,944 | $166,268+4.6% | $165,100+5.4% | $145,897+19.2% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 13.43% | 100.52%-87.1pp | 70.21%-56.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $945 | $5,284-82.1% | $4,348-78.3% | $4,663-79.7% |
| Participant deferral / active EE | $6,431 | $6,964-7.7% | $6,035+6.6% | $6,689-3.9% |
| Admin fee / account holder | $505 | $16,659-97.0% | $12,696-96.0% | $13,390-96.2% |