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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 | $130,934 | $107,363+22.0% | $92,909+40.9% | $152,897-14.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 26.58% | 145.63%-119.0pp | 109.44%-82.9pp | 345.43%-318.8pp |
| Employer contribution / active EE | $436 | $4,222-89.7% | $3,653-88.1% | $4,764-90.8% |
| Participant deferral / active EE | $1,818 | $4,848-62.5% | $4,238-57.1% | $5,851-68.9% |
| Admin fee / account holder | $397 | $7,082-94.4% | $5,795-93.1% | $11,599-96.6% |