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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 | $100,734 | $125,193-19.5% | $105,591-4.6% | $145,978-31.0% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 13.63% | 225.53%-211.9pp | 116.43%-102.8pp | 550.52%-536.9pp |
| Employer contribution / active EE | $234 | $3,718-93.7% | $3,166-92.6% | $4,662-95.0% |
| Participant deferral / active EE | $2,192 | $5,708-61.6% | $5,008-56.2% | $6,690-67.2% |
| Admin fee / account holder | $2,691 | $17,277-84.4% | $11,024-75.6% | $13,400-79.9% |