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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 | $109,442 | $160,040-31.6% | $147,096-25.6% | $145,877-25.0% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 16.73% | 98.49%-81.8pp | 419.75%-403.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $438 | $5,289-91.7% | $4,936-91.1% | $4,663-90.6% |
| Participant deferral / active EE | $4,050 | $8,429-52.0% | $8,071-49.8% | $6,691-39.5% |
| Admin fee / account holder | $416 | $15,050-97.2% | $13,005-96.8% | $13,402-96.9% |