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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 | $93,891 | $107,368-12.6% | $92,915+1.1% | $152,909-38.6% |
| Participation rate | 31.6% | 79.8%-48.2pp | 76.0%-44.4pp | 82.5%-50.9pp |
| Annual return | 15.97% | 145.64%-129.7pp | 109.45%-93.5pp | 345.46%-329.5pp |
| Employer contribution / active EE | $183 | $4,222-95.7% | $3,653-95.0% | $4,764-96.2% |
| Participant deferral / active EE | $1,460 | $4,848-69.9% | $4,238-65.5% | $5,851-75.0% |
| Admin fee / account holder | $3,156 | $7,082-55.4% | $5,796-45.5% | $11,601-72.8% |