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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 | $102,737 | $90,530+13.5% | $76,030+35.1% | $145,897-29.6% |
| Participation rate | 58.3% | 74.4%-16.1pp | 69.1%-10.7pp | 80.3%-22.0pp |
| Annual return | 19.00% | 625.08%-606.1pp | 361.54%-342.5pp | 552.29%-533.3pp |
| Employer contribution / active EE | $498 | $3,319-85.0% | $2,688-81.5% | $4,663-89.3% |
| Participant deferral / active EE | $2,767 | $5,164-46.4% | $4,257-35.0% | $6,689-58.6% |
| Admin fee / account holder | $3,209 | $8,383-61.7% | $6,421-50.0% | $13,390-76.0% |