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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 | $109,665 | $63,342+73.1% | $92,236+18.9% | $70,131+56.4% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 16.26% | 530.15%-513.9pp | 176.29%-160.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $409 | $2,471-83.5% | $3,679-88.9% | $2,342-82.5% |
| Participant deferral / active EE | $1,635 | $2,854-42.7% | $3,897-58.0% | $3,332-50.9% |
| Admin fee / account holder | $4,162 | $3,840+8.4% | $5,194-19.9% | $4,645-10.4% |