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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 | $159,903 | $160,070-0.1% | $147,117+8.7% | $145,897+9.6% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 10.16% | 98.69%-88.5pp | 420.54%-410.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $282 | $5,285-94.7% | $4,932-94.3% | $4,663-93.9% |
| Participant deferral / active EE | $6,100 | $8,419-27.5% | $8,065-24.4% | $6,689-8.8% |
| Admin fee / account holder | $640 | $15,035-95.7% | $12,993-95.1% | $13,390-95.2% |