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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 | $97,634 | $107,363-9.1% | $92,909+5.1% | $152,897-36.1% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.5%-57.5pp |
| Annual return | 17.18% | 145.63%-128.4pp | 109.44%-92.3pp | 345.43%-328.3pp |
| Employer contribution / active EE | $442 | $4,222-89.5% | $3,653-87.9% | $4,764-90.7% |
| Participant deferral / active EE | $3,795 | $4,848-21.7% | $4,238-10.5% | $5,851-35.1% |
| Admin fee / account holder | $851 | $7,082-88.0% | $5,795-85.3% | $11,599-92.7% |