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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 | $109,855 | $160,070-31.4% | $147,117-25.3% | $145,897-24.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.39% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $686 | $5,285-87.0% | $4,932-86.1% | $4,663-85.3% |
| Participant deferral / active EE | $4,218 | $8,419-49.9% | $8,065-47.7% | $6,689-36.9% |
| Admin fee / account holder | $12,744 | $15,035-15.2% | $12,993-1.9% | $13,390-4.8% |