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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 | $95,169 | $106,008-10.2% | $92,240+3.2% | $147,586-35.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 13.29% | 50.05%-36.8pp | 176.29%-163.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $508 | $4,333-88.3% | $3,680-86.2% | $4,876-89.6% |
| Participant deferral / active EE | $2,686 | $4,478-40.0% | $3,897-31.1% | $5,439-50.6% |
| Admin fee / account holder | $2,455 | $6,333-61.2% | $5,194-52.7% | $10,886-77.4% |