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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 | $171,492-37.6% | $150,734-29.0% | $198,609-46.1% |
| Participation rate | 59.1% | 81.4%-22.3pp | 78.4%-19.4pp | 82.4%-23.3pp |
| Annual return | 12.88% | 804.70%-791.8pp | 600.81%-587.9pp | 202.70%-189.8pp |
| Employer contribution / active EE | $403 | $5,470-92.6% | $4,918-91.8% | $5,055-92.0% |
| Participant deferral / active EE | $4,438 | $6,259-29.1% | $5,610-20.9% | $6,977-36.4% |
| Admin fee / account holder | $11,820 | $17,628-32.9% | $14,905-20.7% | $19,030-37.9% |