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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 | $145,202 | $134,817+7.7% | $123,973+17.1% | $155,188-6.4% |
| Participation rate | 16.7% | 79.4%-62.7pp | 76.7%-60.0pp | 80.8%-64.1pp |
| Annual return | 17.81% | 515.49%-497.7pp | 388.13%-370.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $231 | $4,425-94.8% | $4,126-94.4% | $4,248-94.6% |
| Participant deferral / active EE | $2,689 | $5,706-52.9% | $5,247-48.7% | $6,531-58.8% |
| Admin fee / account holder | $20,753 | $13,245+56.7% | $11,799+75.9% | $14,480+43.3% |