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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 | $96,197 | $88,702+8.4% | $81,780+17.6% | $145,978-34.1% |
| Participation rate | 41.2% | 75.0%-33.9pp | 72.4%-31.2pp | 80.3%-39.1pp |
| Annual return | 18.32% | 1029.12%-1010.8pp | 776.27%-757.9pp | 550.52%-532.2pp |
| Employer contribution / active EE | $264 | $3,084-91.4% | $2,914-90.9% | $4,662-94.3% |
| Participant deferral / active EE | $1,793 | $4,645-61.4% | $4,321-58.5% | $6,690-73.2% |
| Admin fee / account holder | $1,733 | $8,414-79.4% | $7,384-76.5% | $13,400-87.1% |