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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 | $160,040-31.4% | $147,096-25.3% | $145,877-24.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.39% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $686 | $5,289-87.0% | $4,936-86.1% | $4,663-85.3% |
| Participant deferral / active EE | $4,218 | $8,429-50.0% | $8,071-47.7% | $6,691-37.0% |
| Admin fee / account holder | $12,744 | $15,050-15.3% | $13,005-2.0% | $13,402-4.9% |