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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 | $104,758 | $144,130-27.3% | $117,861-11.1% | $147,586-29.0% |
| Participation rate | 63.2% | 83.4%-20.3pp | 79.7%-16.5pp | 82.8%-19.7pp |
| Annual return | 16.58% | 531.20%-514.6pp | 335.11%-318.5pp | 578.59%-562.0pp |
| Employer contribution / active EE | $454 | $4,897-90.7% | $3,786-88.0% | $4,876-90.7% |
| Participant deferral / active EE | $2,990 | $5,316-43.8% | $4,482-33.3% | $5,439-45.0% |
| Admin fee / account holder | $374 | $10,887-96.6% | $8,021-95.3% | $10,886-96.6% |