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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 | $136,384 | $196,972-30.8% | $182,262-25.2% | $198,609-31.3% |
| Participation rate | 64.3% | 85.7%-21.4pp | 84.2%-19.9pp | 82.4%-18.1pp |
| Annual return | 16.54% | 158.27%-141.7pp | 140.60%-124.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $539 | $5,364-90.0% | $5,046-89.3% | $5,055-89.3% |
| Participant deferral / active EE | $5,683 | $8,643-34.2% | $8,276-31.3% | $6,977-18.5% |
| Admin fee / account holder | $24,199 | $18,429+31.3% | $16,712+44.8% | $19,030+27.2% |