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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 | $114,835 | $104,937+9.4% | $84,628+35.7% | $152,897-24.9% |
| Participation rate | 61.1% | 74.8%-13.7pp | 68.2%-7.1pp | 82.5%-21.3pp |
| Annual return | 24.22% | 373.88%-349.7pp | 258.80%-234.6pp | 345.43%-321.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,680 | $4,690-42.9% | $3,900-31.3% | $5,851-54.2% |
| Admin fee / account holder | $494 | $6,243-92.1% | $4,914-89.9% | $11,599-95.7% |