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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 | $135,513 | $129,737+4.5% | $119,126+13.8% | $154,746-12.4% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 18.27% | 379.08%-360.8pp | 282.11%-263.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $666 | $4,375-84.8% | $4,034-83.5% | $4,379-84.8% |
| Participant deferral / active EE | $2,496 | $5,842-57.3% | $5,318-53.1% | $6,730-62.9% |
| Admin fee / account holder | $479 | $11,961-96.0% | $10,693-95.5% | $14,365-96.7% |