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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 | $162,283 | $217,432-25.4% | $185,851-12.7% | $167,553-3.1% |
| Participation rate | 28.6% | 86.1%-57.5pp | 81.7%-53.1pp | 82.1%-53.5pp |
| Annual return | 16.35% | 148.43%-132.1pp | 122.11%-105.8pp | 478.89%-462.5pp |
| Employer contribution / active EE | $1,097 | $5,874-81.3% | $5,168-78.8% | $4,840-77.3% |
| Participant deferral / active EE | $5,516 | $6,357-13.2% | $5,569-0.9% | $6,343-13.0% |
| Admin fee / account holder | $700 | $19,820-96.5% | $16,245-95.7% | $12,316-94.3% |