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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 | $132,708 | $217,432-39.0% | $185,849-28.6% | $167,536-20.8% |
| Participation rate | 41.7% | 86.1%-44.4pp | 81.7%-40.0pp | 82.1%-40.4pp |
| Annual return | 15.03% | 148.42%-133.4pp | 122.10%-107.1pp | 478.82%-463.8pp |
| Employer contribution / active EE | $463 | $5,875-92.1% | $5,169-91.0% | $4,839-90.4% |
| Participant deferral / active EE | $2,622 | $6,357-58.8% | $5,569-52.9% | $6,342-58.7% |
| Admin fee / account holder | $364 | $19,818-98.2% | $16,244-97.8% | $12,315-97.0% |