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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 | $104,629 | $171,492-39.0% | $150,734-30.6% | $198,609-47.3% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 12.14% | 804.70%-792.6pp | 600.81%-588.7pp | 202.70%-190.6pp |
| Employer contribution / active EE | $61 | $5,470-98.9% | $4,918-98.8% | $5,055-98.8% |
| Participant deferral / active EE | $9,256 | $6,259+47.9% | $5,610+65.0% | $6,977+32.7% |
| Admin fee / account holder | $1,505 | $17,628-91.5% | $14,905-89.9% | $19,030-92.1% |