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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 | $107,774 | $150,207-28.2% | $120,380-10.5% | $145,978-26.2% |
| Participation rate | 12.5% | 78.8%-66.3pp | 71.9%-59.4pp | 80.3%-67.8pp |
| Annual return | 10.96% | 154.28%-143.3pp | 107.28%-96.3pp | 550.52%-539.6pp |
| Employer contribution / active EE | $563 | $4,351-87.1% | $3,465-83.8% | $4,662-87.9% |
| Participant deferral / active EE | $2,875 | $6,175-53.4% | $4,992-42.4% | $6,690-57.0% |
| Admin fee / account holder | $436 | $12,203-96.4% | $9,421-95.4% | $13,400-96.7% |