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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 | $144,020 | $176,077-18.2% | $159,455-9.7% | $167,518-14.0% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 21.47% | 331.83%-310.4pp | 263.63%-242.2pp | 478.71%-457.2pp |
| Employer contribution / active EE | $402 | $5,298-92.4% | $4,830-91.7% | $4,838-91.7% |
| Participant deferral / active EE | $7,908 | $7,751+2.0% | $7,353+7.6% | $6,342+24.7% |
| Admin fee / account holder | $706,502 | $12,556+5526.6% | $10,800+6441.4% | $12,312+5638.1% |