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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 | $167,029 | $144,130+15.9% | $117,861+41.7% | $147,586+13.2% |
| Participation rate | 59.1% | 83.4%-24.3pp | 79.7%-20.6pp | 82.8%-23.7pp |
| Annual return | 18.03% | 531.20%-513.2pp | 335.11%-317.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $773 | $4,897-84.2% | $3,786-79.6% | $4,876-84.2% |
| Participant deferral / active EE | $3,470 | $5,316-34.7% | $4,482-22.6% | $5,439-36.2% |
| Admin fee / account holder | $4,758 | $10,887-56.3% | $8,021-40.7% | $10,886-56.3% |