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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 | $93,187 | $111,787-16.6% | $93,681-0.5% | $145,978-36.2% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 10.45% | 203.52%-193.1pp | 133.47%-123.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,045 | $4,918+43.3% | $4,415+59.6% | $6,690+5.3% |
| Admin fee / account holder | $9,798 | $10,256-4.5% | $8,290+18.2% | $13,400-26.9% |