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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 | $101,801 | $148,629-31.5% | $135,982-25.1% | $139,487-27.0% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 12.92% | 79.33%-66.4pp | 68.32%-55.4pp | 373.84%-360.9pp |
| Employer contribution / active EE | $49 | $5,247-99.1% | $4,859-99.0% | $4,755-99.0% |
| Participant deferral / active EE | $3,271 | $8,102-59.6% | $7,760-57.8% | $6,713-51.3% |
| Admin fee / account holder | $12,654 | $12,406+2.0% | $10,767+17.5% | $11,407+10.9% |