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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 | $156,519 | $162,136-3.5% | $152,301+2.8% | $154,746+1.1% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 148.49% | 91.02%+57.5pp | 80.50%+68.0pp | 172.34%-23.8pp |
| Employer contribution / active EE | $361 | $4,890-92.6% | $4,624-92.2% | $4,379-91.7% |
| Participant deferral / active EE | $3,172 | $8,341-62.0% | $8,004-60.4% | $6,730-52.9% |
| Admin fee / account holder | $343 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |