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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 | $95,699 | $58,391+63.9% | $76,657+24.8% | $72,975+31.1% |
| Participation rate | 29.3% | 67.4%-38.1pp | 72.1%-42.8pp | 69.5%-40.2pp |
| Annual return | 25.58% | 2306.65%-2281.1pp | 1166.74%-1141.2pp | 81.01%-55.4pp |
| Employer contribution / active EE | $155 | $1,787-91.3% | $2,303-93.3% | $2,440-93.7% |
| Participant deferral / active EE | $1,345 | $2,690-50.0% | $3,335-59.7% | $3,608-62.7% |
| Admin fee / account holder | $5,523 | $4,014+37.6% | $6,423-14.0% | $5,124+7.8% |