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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 | $90,397 | $109,411-17.4% | $89,435+1.1% | $158,982-43.1% |
| Participation rate | 8.7% | 74.3%-65.6pp | 68.0%-59.3pp | 82.0%-73.3pp |
| Annual return | 16.59% | 345.68%-329.1pp | 245.55%-229.0pp | 302.99%-286.4pp |
| Employer contribution / active EE | $167 | $3,173-94.7% | $2,587-93.6% | $4,763-96.5% |
| Participant deferral / active EE | $1,010 | $4,600-78.0% | $3,890-74.0% | $5,983-83.1% |
| Admin fee / account holder | $900 | $6,159-85.4% | $4,884-81.6% | $11,252-92.0% |