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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 | $107,490 | $81,208+32.4% | $98,920+8.7% | $79,856+34.6% |
| Participation rate | 42.6% | 72.5%-30.0pp | 76.0%-33.5pp | 69.6%-27.1pp |
| Annual return | 10.91% | 60.99%-50.1pp | 196.47%-185.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $256 | $1,960-86.9% | $2,689-90.5% | $2,471-89.6% |
| Participant deferral / active EE | $3,330 | $3,265+2.0% | $4,245-21.6% | $3,741-11.0% |
| Admin fee / account holder | $1,480 | $6,013-75.4% | $6,643-77.7% | $5,306-72.1% |