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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 | $120,742 | $160,040-24.6% | $147,096-17.9% | $145,877-17.2% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 13.36% | 98.49%-85.1pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $778 | $5,289-85.3% | $4,936-84.2% | $4,663-83.3% |
| Participant deferral / active EE | $4,767 | $8,429-43.4% | $8,071-40.9% | $6,691-28.7% |
| Admin fee / account holder | $535 | $15,050-96.4% | $13,005-95.9% | $13,402-96.0% |