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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 | $129,751 | $183,627-29.3% | $155,602-16.6% | $145,978-11.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 11.29% | 61.32%-50.0pp | 64.81%-53.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $107 | $5,316-98.0% | $4,675-97.7% | $4,662-97.7% |
| Participant deferral / active EE | $9,489 | $6,466+46.8% | $5,629+68.6% | $6,690+41.9% |
| Admin fee / account holder | $23,777 | $19,327+23.0% | $15,923+49.3% | $13,400+77.4% |