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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 | $107,310 | $148,623-27.8% | $135,974-21.1% | $139,466-23.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 18.02% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $524 | $5,246-90.0% | $4,859-89.2% | $4,754-89.0% |
| Participant deferral / active EE | $3,389 | $8,103-58.2% | $7,760-56.3% | $6,712-49.5% |
| Admin fee / account holder | $20,608 | $12,406+66.1% | $10,767+91.4% | $11,409+80.6% |