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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 | $88,518 | $111,535-20.6% | $105,223-15.9% | $137,256-35.5% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 15.27% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $200 | $3,939-94.9% | $3,689-94.6% | $4,156-95.2% |
| Participant deferral / active EE | $4,254 | $5,500-22.7% | $5,072-16.1% | $6,407-33.6% |
| Admin fee / account holder | $494 | $9,721-94.9% | $8,859-94.4% | $12,270-96.0% |