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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 | $113,571 | $132,634-14.4% | $115,768-1.9% | $137,256-17.3% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.4%-26.8pp | 80.0%-32.3pp |
| Annual return | 11.65% | 160.70%-149.0pp | 100.46%-88.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $334 | $3,360-90.1% | $2,940-88.6% | $4,156-92.0% |
| Participant deferral / active EE | $2,732 | $5,619-51.4% | $4,917-44.4% | $6,407-57.4% |
| Admin fee / account holder | $40,658 | $15,028+170.6% | $12,439+226.8% | $12,270+231.4% |