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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 | $132,900 | $175,257-24.2% | $149,717-11.2% | $139,456-4.7% |
| Participation rate | 47.1% | 83.4%-36.3pp | 78.8%-31.7pp | 80.3%-33.3pp |
| Annual return | 23.62% | 166.70%-143.1pp | 134.41%-110.8pp | 373.45%-349.8pp |
| Employer contribution / active EE | $239 | $5,477-95.6% | $4,820-95.0% | $4,753-95.0% |
| Participant deferral / active EE | $2,860 | $6,521-56.1% | $5,682-49.7% | $6,711-57.4% |
| Admin fee / account holder | $9,047 | $16,156-44.0% | $13,213-31.5% | $11,407-20.7% |