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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 | $147,039 | $183,539-19.9% | $155,556-5.5% | $145,897+0.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 14.68% | 61.31%-46.6pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $433 | $5,315-91.9% | $4,675-90.7% | $4,663-90.7% |
| Participant deferral / active EE | $6,148 | $6,467-4.9% | $5,631+9.2% | $6,689-8.1% |
| Admin fee / account holder | $1,001 | $19,275-94.8% | $15,885-93.7% | $13,390-92.5% |