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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 | $176,383 | $166,268+6.1% | $165,100+6.8% | $145,897+20.9% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.6%-42.3pp | 80.3%-43.9pp |
| Annual return | 14.55% | 100.52%-86.0pp | 70.21%-55.7pp | 552.29%-537.7pp |
| Employer contribution / active EE | $988 | $5,284-81.3% | $4,348-77.3% | $4,663-78.8% |
| Participant deferral / active EE | $5,438 | $6,964-21.9% | $6,035-9.9% | $6,689-18.7% |
| Admin fee / account holder | $785 | $16,659-95.3% | $12,696-93.8% | $13,390-94.1% |