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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 | $168,637 | $138,072+22.1% | $123,549+36.5% | $135,382+24.6% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | 21.84% | 153.69%-131.9pp | 119.20%-97.4pp | 519.77%-497.9pp |
| Employer contribution / active EE | $397 | $5,152-92.3% | $4,628-91.4% | $4,779-91.7% |
| Participant deferral / active EE | $3,219 | $6,799-52.7% | $6,426-49.9% | $5,609-42.6% |
| Admin fee / account holder | $1,006 | $10,917-90.8% | $9,284-89.2% | $10,829-90.7% |