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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 | $138,108 | $100,139+37.9% | $85,187+62.1% | $145,884-5.3% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 16.47% | 84.15%-67.7pp | 66.67%-50.2pp | 551.85%-535.4pp |
| Employer contribution / active EE | $209 | $3,238-93.5% | $2,732-92.3% | $4,662-95.5% |
| Participant deferral / active EE | $2,191 | $5,296-58.6% | $4,525-51.6% | $6,690-67.3% |
| Admin fee / account holder | $1,545 | $7,262-78.7% | $6,162-74.9% | $13,392-88.5% |