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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 | $107,360 | $176,120-39.0% | $159,487-32.7% | $167,553-35.9% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 14.97% | 331.95%-317.0pp | 263.71%-248.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $830 | $5,299-84.3% | $4,831-82.8% | $4,840-82.8% |
| Participant deferral / active EE | $10,400 | $7,752+34.2% | $7,354+41.4% | $6,343+64.0% |
| Admin fee / account holder | $760 | $12,561-93.9% | $10,804-93.0% | $12,316-93.8% |