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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 | $114,105 | $112,121+1.8% | $95,960+18.9% | $158,966-28.2% |
| Participation rate | 69.2% | 79.0%-9.8pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 13.31% | 171.16%-157.9pp | 91.63%-78.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $367 | $3,199-88.5% | $2,541-85.6% | $4,762-92.3% |
| Participant deferral / active EE | $6,381 | $4,784+33.4% | $4,167+53.1% | $5,983+6.6% |
| Admin fee / account holder | $8,316 | $10,135-17.9% | $6,797+22.3% | $11,250-26.1% |