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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 | $122,988 | $129,737-5.2% | $119,126+3.2% | $154,746-20.5% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 12.17% | 379.08%-366.9pp | 282.11%-269.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $778 | $4,375-82.2% | $4,034-80.7% | $4,379-82.2% |
| Participant deferral / active EE | $2,200 | $5,842-62.3% | $5,318-58.6% | $6,730-67.3% |
| Admin fee / account holder | $7,533 | $11,961-37.0% | $10,693-29.6% | $14,365-47.6% |