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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 | $129,737-19.4% | $119,126-12.2% | $154,746-32.4% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 12.14% | 379.08%-366.9pp | 282.11%-270.0pp | 172.34%-160.2pp |
| Employer contribution / active EE | $61 | $4,375-98.6% | $4,034-98.5% | $4,379-98.6% |
| Participant deferral / active EE | $9,256 | $5,842+58.4% | $5,318+74.1% | $6,730+37.5% |
| Admin fee / account holder | $1,505 | $11,961-87.4% | $10,693-85.9% | $14,365-89.5% |