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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 | $207,232 | $160,070+29.5% | $147,117+40.9% | $145,897+42.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.58% | 98.69%-83.1pp | 420.54%-405.0pp | 552.29%-536.7pp |
| Employer contribution / active EE | $12 | $5,285-99.8% | $4,932-99.8% | $4,663-99.7% |
| Participant deferral / active EE | $4,721 | $8,419-43.9% | $8,065-41.5% | $6,689-29.4% |
| Admin fee / account holder | $5,171 | $15,035-65.6% | $12,993-60.2% | $13,390-61.4% |