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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 | $114,286 | $160,040-28.6% | $147,096-22.3% | $145,877-21.7% |
| Participation rate | 11.1% | 84.0%-72.9pp | 82.2%-71.1pp | 80.3%-69.2pp |
| Annual return | 10.61% | 98.49%-87.9pp | 419.75%-409.1pp | 551.28%-540.7pp |
| Employer contribution / active EE | $389 | $5,289-92.6% | $4,936-92.1% | $4,663-91.7% |
| Participant deferral / active EE | $3,438 | $8,429-59.2% | $8,071-57.4% | $6,691-48.6% |
| Admin fee / account holder | $425 | $15,050-97.2% | $13,005-96.7% | $13,402-96.8% |