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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 | $106,127 | $102,385+3.7% | $147,080-27.8% | $80,935+31.1% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 18.69% | 135.09%-116.4pp | 420.17%-401.5pp | 35.66%-17.0pp |
| Employer contribution / active EE | $479 | $3,717-87.1% | $4,933-90.3% | $2,757-82.6% |
| Participant deferral / active EE | $6,248 | $6,651-6.1% | $8,066-22.5% | $4,299+45.3% |
| Admin fee / account holder | $8,908 | $7,951+12.0% | $12,989-31.4% | $6,924+28.7% |