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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 | $153,496 | $165,399-7.2% | $149,745+2.5% | $158,982-3.5% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 25.07% | 348.34%-323.3pp | 276.72%-251.7pp | 302.99%-277.9pp |
| Employer contribution / active EE | $725 | $5,105-85.8% | $4,646-84.4% | $4,763-84.8% |
| Participant deferral / active EE | $3,488 | $7,183-51.4% | $6,843-49.0% | $5,983-41.7% |
| Admin fee / account holder | $18,950 | $10,811+75.3% | $9,312+103.5% | $11,252+68.4% |