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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 | $111,535-4.0% | $105,223+1.7% | $137,256-22.0% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-16.0pp | 80.0%-20.9pp |
| Annual return | 12.88% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $403 | $3,939-89.8% | $3,689-89.1% | $4,156-90.3% |
| Participant deferral / active EE | $4,438 | $5,500-19.3% | $5,072-12.5% | $6,407-30.7% |
| Admin fee / account holder | $11,820 | $9,721+21.6% | $8,859+33.4% | $12,270-3.7% |