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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 | $148,930 | $209,847-29.0% | $189,520-21.4% | $167,518-11.1% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 21.28% | 748.45%-727.2pp | 555.25%-534.0pp | 478.71%-457.4pp |
| Employer contribution / active EE | $860 | $6,913-87.6% | $6,161-86.0% | $4,838-82.2% |
| Participant deferral / active EE | $5,607 | $8,934-37.2% | $8,220-31.8% | $6,342-11.6% |
| Admin fee / account holder | $795 | $14,295-94.4% | $12,046-93.4% | $12,312-93.5% |