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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 | $91,711 | $60,128+52.5% | $90,440+1.4% | $79,852+14.9% |
| Participation rate | 40.6% | 65.0%-24.4pp | 72.7%-32.1pp | 69.6%-29.0pp |
| Annual return | 18.83% | 71.95%-53.1pp | 1294.38%-1275.6pp | 31.72%-12.9pp |
| Employer contribution / active EE | $160 | $2,068-92.3% | $3,263-95.1% | $2,471-93.5% |
| Participant deferral / active EE | $3,698 | $2,939+25.9% | $3,964-6.7% | $3,740-1.1% |
| Admin fee / account holder | $2,666 | $3,977-33.0% | $5,615-52.5% | $5,306-49.8% |