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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 | $158,171 | $160,070-1.2% | $147,117+7.5% | $145,897+8.4% |
| Participation rate | 15.4% | 84.0%-68.6pp | 82.2%-66.8pp | 80.3%-64.9pp |
| Annual return | 14.36% | 98.69%-84.3pp | 420.54%-406.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $703 | $5,285-86.7% | $4,932-85.8% | $4,663-84.9% |
| Participant deferral / active EE | $3,351 | $8,419-60.2% | $8,065-58.4% | $6,689-49.9% |
| Admin fee / account holder | $1,003 | $15,035-93.3% | $12,993-92.3% | $13,390-92.5% |