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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 | $103,973 | $106,008-1.9% | $92,240+12.7% | $147,586-29.6% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 14.84% | 50.05%-35.2pp | 176.29%-161.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $325 | $4,333-92.5% | $3,680-91.2% | $4,876-93.3% |
| Participant deferral / active EE | $4,299 | $4,478-4.0% | $3,897+10.3% | $5,439-21.0% |
| Admin fee / account holder | $5,794 | $6,333-8.5% | $5,194+11.6% | $10,886-46.8% |