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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 | $121,080 | $111,535+8.6% | $105,223+15.1% | $137,256-11.8% |
| Participation rate | 47.6% | 78.1%-30.5pp | 75.0%-27.4pp | 80.0%-32.3pp |
| Annual return | 15.11% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,896 | $5,500-65.5% | $5,072-62.6% | $6,407-70.4% |
| Admin fee / account holder | $2,641 | $9,721-72.8% | $8,859-70.2% | $12,270-78.5% |