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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 | $183,703 | $217,432-15.5% | $185,849-1.2% | $167,536+9.7% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 16.23% | 148.42%-132.2pp | 122.10%-105.9pp | 478.82%-462.6pp |
| Employer contribution / active EE | $1,004 | $5,875-82.9% | $5,169-80.6% | $4,839-79.2% |
| Participant deferral / active EE | $5,733 | $6,357-9.8% | $5,569+2.9% | $6,342-9.6% |
| Admin fee / account holder | $1,081 | $19,818-94.5% | $16,244-93.3% | $12,315-91.2% |