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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 | $134,817-19.8% | $123,973-12.8% | $155,188-30.4% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.7%-51.7pp | 80.8%-55.8pp |
| Annual return | 12.48% | 515.49%-503.0pp | 388.13%-375.6pp | 148.84%-136.4pp |
| Employer contribution / active EE | $437 | $4,425-90.1% | $4,126-89.4% | $4,248-89.7% |
| Participant deferral / active EE | $7,696 | $5,706+34.9% | $5,247+46.7% | $6,531+17.8% |
| Admin fee / account holder | $6,309 | $13,245-52.4% | $11,799-46.5% | $14,480-56.4% |