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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 | $107,018 | $129,737-17.5% | $119,126-10.2% | $154,746-30.8% |
| Participation rate | 59.1% | 78.9%-19.8pp | 75.8%-16.7pp | 80.7%-21.6pp |
| Annual return | 12.88% | 379.08%-366.2pp | 282.11%-269.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $403 | $4,375-90.8% | $4,034-90.0% | $4,379-90.8% |
| Participant deferral / active EE | $4,438 | $5,842-24.0% | $5,318-16.5% | $6,730-34.1% |
| Admin fee / account holder | $11,820 | $11,961-1.2% | $10,693+10.5% | $14,365-17.7% |