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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 | $113,068 | $102,393+10.4% | $147,041-23.1% | $80,911+39.7% |
| Participation rate | 56.6% | 75.9%-19.3pp | 82.2%-25.6pp | 67.6%-11.0pp |
| Annual return | 18.23% | 134.95%-116.7pp | 419.21%-401.0pp | 35.63%-17.4pp |
| Employer contribution / active EE | $298 | $3,715-92.0% | $4,935-94.0% | $2,756-89.2% |
| Participant deferral / active EE | $2,980 | $6,647-55.2% | $8,071-63.1% | $4,297-30.7% |
| Admin fee / account holder | $2,761 | $7,943-65.2% | $13,006-78.8% | $6,935-60.2% |