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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 | $123,847 | $160,040-22.6% | $147,096-15.8% | $145,877-15.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.46% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $941 | $5,289-82.2% | $4,936-80.9% | $4,663-79.8% |
| Participant deferral / active EE | $7,792 | $8,429-7.6% | $8,071-3.5% | $6,691+16.5% |
| Admin fee / account holder | $809 | $15,050-94.6% | $13,005-93.8% | $13,402-94.0% |