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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 | $181,239 | $209,422-13.5% | $178,503+1.5% | $158,982+14.0% |
| Participation rate | 46.7% | 86.4%-39.7pp | 81.9%-35.3pp | 82.0%-35.3pp |
| Annual return | 10.48% | 188.81%-178.3pp | 151.12%-140.6pp | 302.99%-292.5pp |
| Employer contribution / active EE | $574 | $5,707-89.9% | $5,011-88.6% | $4,763-88.0% |
| Participant deferral / active EE | $2,532 | $5,955-57.5% | $5,202-51.3% | $5,983-57.7% |
| Admin fee / account holder | $1,818 | $17,079-89.4% | $13,987-87.0% | $11,252-83.8% |