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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 | $181,778 | $175,231+3.7% | $149,696+21.4% | $139,466+30.3% |
| Participation rate | 41.7% | 83.4%-41.7pp | 78.8%-37.1pp | 80.3%-38.7pp |
| Annual return | 17.93% | 166.77%-148.8pp | 134.46%-116.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $398 | $5,478-92.7% | $4,821-91.8% | $4,754-91.6% |
| Participant deferral / active EE | $2,362 | $6,521-63.8% | $5,682-58.4% | $6,712-64.8% |
| Admin fee / account holder | $3,558 | $16,155-78.0% | $13,212-73.1% | $11,409-68.8% |