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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 | $152,655 | $175,231-12.9% | $149,696+2.0% | $139,466+9.5% |
| Participation rate | 41.7% | 83.4%-41.7pp | 78.8%-37.1pp | 80.3%-38.7pp |
| Annual return | 26.81% | 166.77%-140.0pp | 134.46%-107.6pp | 373.66%-346.9pp |
| Employer contribution / active EE | $773 | $5,478-85.9% | $4,821-84.0% | $4,754-83.7% |
| Participant deferral / active EE | $2,642 | $6,521-59.5% | $5,682-53.5% | $6,712-60.6% |
| Admin fee / account holder | $655 | $16,155-95.9% | $13,212-95.0% | $11,409-94.3% |