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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 | $93,678 | $109,904-14.8% | $97,167-3.6% | $145,959-35.8% |
| Participation rate | 53.3% | 75.9%-22.6pp | 72.7%-19.4pp | 80.3%-27.0pp |
| Annual return | 15.67% | 243.43%-227.8pp | 75.27%-59.6pp | 561.95%-546.3pp |
| Employer contribution / active EE | $177 | $3,084-94.3% | $2,729-93.5% | $4,661-96.2% |
| Participant deferral / active EE | $1,505 | $4,676-67.8% | $4,264-64.7% | $6,689-77.5% |
| Admin fee / account holder | $588 | $6,216-90.5% | $5,650-89.6% | $13,398-95.6% |