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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 | $113,088 | $102,595+10.2% | $94,057+20.2% | $154,746-26.9% |
| Participation rate | 9.1% | 76.0%-66.9pp | 73.3%-64.3pp | 80.7%-71.6pp |
| Annual return | 16.80% | 583.42%-566.6pp | 480.62%-463.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $119 | $3,147-96.2% | $2,933-95.9% | $4,379-97.3% |
| Participant deferral / active EE | $1,194 | $5,118-76.7% | $4,709-74.6% | $6,730-82.3% |
| Admin fee / account holder | $437 | $7,736-94.4% | $7,244-94.0% | $14,365-97.0% |