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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 | $142,641 | $209,422-31.9% | $178,503-20.1% | $158,982-10.3% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 30.98% | 188.81%-157.8pp | 151.12%-120.1pp | 302.99%-272.0pp |
| Employer contribution / active EE | $982 | $5,707-82.8% | $5,011-80.4% | $4,763-79.4% |
| Participant deferral / active EE | $3,209 | $5,955-46.1% | $5,202-38.3% | $5,983-46.4% |
| Admin fee / account holder | $575 | $17,079-96.6% | $13,987-95.9% | $11,252-94.9% |