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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 | $83,019 | $129,737-36.0% | $119,126-30.3% | $154,746-46.4% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 16.17% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $190 | $4,375-95.7% | $4,034-95.3% | $4,379-95.7% |
| Participant deferral / active EE | $12,141 | $5,842+107.8% | $5,318+128.3% | $6,730+80.4% |
| Admin fee / account holder | $308 | $11,961-97.4% | $10,693-97.1% | $14,365-97.9% |