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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 | $123,715 | $129,737-4.6% | $119,126+3.9% | $154,746-20.1% |
| Participation rate | 16.7% | 78.9%-62.2pp | 75.8%-59.1pp | 80.7%-64.0pp |
| Annual return | 12.17% | 379.08%-366.9pp | 282.11%-269.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $631 | $4,375-85.6% | $4,034-84.4% | $4,379-85.6% |
| Participant deferral / active EE | $4,584 | $5,842-21.5% | $5,318-13.8% | $6,730-31.9% |
| Admin fee / account holder | $1,186 | $11,961-90.1% | $10,693-88.9% | $14,365-91.7% |