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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 | $183,516-29.3% | $155,534-16.6% | $145,884-11.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 11.29% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $107 | $5,315-98.0% | $4,675-97.7% | $4,662-97.7% |
| Participant deferral / active EE | $9,489 | $6,467+46.7% | $5,630+68.5% | $6,690+41.9% |
| Admin fee / account holder | $23,777 | $19,293+23.2% | $15,900+49.5% | $13,392+77.5% |