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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 | $108,068 | $129,737-16.7% | $119,126-9.3% | $154,746-30.2% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 12.48% | 379.08%-366.6pp | 282.11%-269.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $437 | $4,375-90.0% | $4,034-89.2% | $4,379-90.0% |
| Participant deferral / active EE | $7,696 | $5,842+31.7% | $5,318+44.7% | $6,730+14.3% |
| Admin fee / account holder | $6,309 | $11,961-47.3% | $10,693-41.0% | $14,365-56.1% |