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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 | $106,849 | $160,040-33.2% | $147,096-27.4% | $145,877-26.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.00% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $802 | $5,289-84.8% | $4,936-83.8% | $4,663-82.8% |
| Participant deferral / active EE | $6,195 | $8,429-26.5% | $8,071-23.2% | $6,691-7.4% |
| Admin fee / account holder | $310 | $15,050-97.9% | $13,005-97.6% | $13,402-97.7% |