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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 | $106,610 | $112,121-4.9% | $95,960+11.1% | $158,966-32.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 9.98% | 171.16%-161.2pp | 91.63%-81.7pp | 302.95%-293.0pp |
| Employer contribution / active EE | $250 | $3,199-92.2% | $2,541-90.1% | $4,762-94.7% |
| Participant deferral / active EE | $2,494 | $4,784-47.9% | $4,167-40.1% | $5,983-58.3% |
| Admin fee / account holder | $515 | $10,135-94.9% | $6,797-92.4% | $11,250-95.4% |