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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 | $144,816 | $175,257-17.4% | $149,717-3.3% | $139,456+3.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 18.71% | 166.70%-148.0pp | 134.41%-115.7pp | 373.45%-354.7pp |
| Employer contribution / active EE | $730 | $5,477-86.7% | $4,820-84.9% | $4,753-84.7% |
| Participant deferral / active EE | $2,117 | $6,521-67.5% | $5,682-62.7% | $6,711-68.5% |
| Admin fee / account holder | $10,120 | $16,156-37.4% | $13,213-23.4% | $11,407-11.3% |