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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 | $141,676 | $160,028-11.5% | $147,080-3.7% | $145,884-2.9% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 18.05% | 98.60%-80.5pp | 420.17%-402.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $523 | $5,286-90.1% | $4,933-89.4% | $4,662-88.8% |
| Participant deferral / active EE | $6,641 | $8,422-21.1% | $8,066-17.7% | $6,690-0.7% |
| Admin fee / account holder | $1,746 | $15,030-88.4% | $12,989-86.6% | $13,392-87.0% |