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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 | $129,737-6.4% | $119,126+2.0% | $154,746-21.5% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 18.54% | 379.08%-360.5pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $679 | $4,375-84.5% | $4,034-83.2% | $4,379-84.5% |
| Participant deferral / active EE | $3,315 | $5,842-43.3% | $5,318-37.7% | $6,730-50.7% |
| Admin fee / account holder | $2,709 | $11,961-77.3% | $10,693-74.7% | $14,365-81.1% |