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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 | $97,341 | $107,353-9.3% | $92,903+4.8% | $152,885-36.3% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 19.44% | 145.62%-126.2pp | 109.43%-90.0pp | 345.39%-326.0pp |
| Employer contribution / active EE | $382 | $4,222-91.0% | $3,653-89.6% | $4,763-92.0% |
| Participant deferral / active EE | $6,074 | $4,848+25.3% | $4,238+43.3% | $5,851+3.8% |
| Admin fee / account holder | $704 | $7,081-90.1% | $5,795-87.9% | $11,598-93.9% |