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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 | $180,264 | $202,440-11.0% | $169,390+6.4% | $139,466+29.3% |
| Participation rate | 39.1% | 81.1%-42.0pp | 77.2%-38.0pp | 80.3%-41.2pp |
| Annual return | 14.19% | 532.36%-518.2pp | 406.07%-391.9pp | 373.66%-359.5pp |
| Employer contribution / active EE | $419 | $4,693-91.1% | $4,013-89.6% | $4,754-91.2% |
| Participant deferral / active EE | $2,483 | $6,940-64.2% | $6,222-60.1% | $6,712-63.0% |
| Admin fee / account holder | $26,751 | $10,722+149.5% | $9,015+196.7% | $11,409+134.5% |