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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 | $83,977 | $118,708-29.3% | $98,920-15.1% | $158,982-47.2% |
| Participation rate | 57.9% | 77.8%-19.9pp | 76.0%-18.1pp | 82.0%-24.1pp |
| Annual return | 11.62% | 372.49%-360.9pp | 196.47%-184.9pp | 302.99%-291.4pp |
| Employer contribution / active EE | $460 | $3,334-86.2% | $2,689-82.9% | $4,763-90.4% |
| Participant deferral / active EE | $1,958 | $5,089-61.5% | $4,245-53.9% | $5,983-67.3% |
| Admin fee / account holder | $14,241 | $10,134+40.5% | $6,643+114.4% | $11,252+26.6% |