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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 | $105,861 | $118,869-10.9% | $96,575+9.6% | $167,518-36.8% |
| Participation rate | 14.3% | 75.5%-61.2pp | 69.8%-55.5pp | 82.1%-67.8pp |
| Annual return | 19.71% | 50.49%-30.8pp | 37.79%-18.1pp | 478.71%-459.0pp |
| Employer contribution / active EE | $174 | $3,120-94.4% | $2,357-92.6% | $4,838-96.4% |
| Participant deferral / active EE | $3,400 | $4,616-26.3% | $3,849-11.7% | $6,342-46.4% |
| Admin fee / account holder | $1,812 | $8,067-77.5% | $6,182-70.7% | $12,312-85.3% |