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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 | $114,767 | $104,953+9.4% | $84,637+35.6% | $152,909-24.9% |
| Participation rate | 57.1% | 74.8%-17.7pp | 68.2%-11.1pp | 82.5%-25.3pp |
| Annual return | 18.15% | 373.94%-355.8pp | 258.82%-240.7pp | 345.46%-327.3pp |
| Employer contribution / active EE | $101 | $3,304-96.9% | $2,653-96.2% | $4,764-97.9% |
| Participant deferral / active EE | $1,944 | $4,691-58.5% | $3,900-50.2% | $5,851-66.8% |
| Admin fee / account holder | $2,902 | $6,244-53.5% | $4,914-41.0% | $11,601-75.0% |