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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 | $106,110 | $129,737-18.2% | $119,126-10.9% | $154,746-31.4% |
| Participation rate | 23.5% | 78.9%-55.3pp | 75.8%-52.2pp | 80.7%-57.2pp |
| Annual return | 20.00% | 379.08%-359.1pp | 282.11%-262.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $709 | $4,375-83.8% | $4,034-82.4% | $4,379-83.8% |
| Participant deferral / active EE | $3,033 | $5,842-48.1% | $5,318-43.0% | $6,730-54.9% |
| Admin fee / account holder | $848 | $11,961-92.9% | $10,693-92.1% | $14,365-94.1% |