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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 | $82,512 | $208,088-60.3% | $186,193-55.7% | $154,746-46.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 15.80% | 89.97%-74.2pp | 78.03%-62.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $303 | $4,340-93.0% | $3,918-92.3% | $4,379-93.1% |
| Participant deferral / active EE | $9,557 | $7,078+35.0% | $6,513+46.7% | $6,730+42.0% |
| Admin fee / account holder | $1,180 | $11,698-89.9% | $11,058-89.3% | $14,365-91.8% |