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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 | $158,108 | $118,877+33.0% | $96,570+63.7% | $167,536-5.6% |
| Participation rate | 44.4% | 75.5%-31.0pp | 69.8%-25.4pp | 82.1%-37.7pp |
| Annual return | 16.48% | 50.50%-34.0pp | 37.79%-21.3pp | 478.82%-462.3pp |
| Employer contribution / active EE | $452 | $3,121-85.5% | $2,357-80.8% | $4,839-90.7% |
| Participant deferral / active EE | $4,753 | $4,617+3.0% | $3,849+23.5% | $6,342-25.1% |
| Admin fee / account holder | $7,680 | $8,069-4.8% | $6,182+24.2% | $12,315-37.6% |