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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 | $154,228+1.5% | $145,433+7.6% | $137,256+14.0% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 148.49% | 74.59%+73.9pp | 66.58%+81.9pp | 220.34%-71.9pp |
| Employer contribution / active EE | $361 | $4,804-92.5% | $4,554-92.1% | $4,156-91.3% |
| Participant deferral / active EE | $3,172 | $8,216-61.4% | $7,897-59.8% | $6,407-50.5% |
| Admin fee / account holder | $343 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |