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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 | $121,487 | $111,535+8.9% | $105,223+15.5% | $137,256-11.5% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 18.54% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $679 | $3,939-82.8% | $3,689-81.6% | $4,156-83.7% |
| Participant deferral / active EE | $3,315 | $5,500-39.7% | $5,072-34.6% | $6,407-48.3% |
| Admin fee / account holder | $2,709 | $9,721-72.1% | $8,859-69.4% | $12,270-77.9% |