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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 | $149,175 | $171,492-13.0% | $150,734-1.0% | $198,609-24.9% |
| Participation rate | 46.7% | 81.4%-34.7pp | 78.4%-31.8pp | 82.4%-35.7pp |
| Annual return | 20.12% | 804.70%-784.6pp | 600.81%-580.7pp | 202.70%-182.6pp |
| Employer contribution / active EE | $1,118 | $5,470-79.6% | $4,918-77.3% | $5,055-77.9% |
| Participant deferral / active EE | $7,074 | $6,259+13.0% | $5,610+26.1% | $6,977+1.4% |
| Admin fee / account holder | $359 | $17,628-98.0% | $14,905-97.6% | $19,030-98.1% |