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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 | $132,778 | $112,112+18.4% | $95,956+38.4% | $158,950-16.5% |
| Participation rate | 53.3% | 79.0%-25.6pp | 77.1%-23.7pp | 82.0%-28.6pp |
| Annual return | 11.42% | 171.15%-159.7pp | 91.63%-80.2pp | 302.91%-291.5pp |
| Employer contribution / active EE | $9 | $3,199-99.7% | $2,541-99.7% | $4,762-99.8% |
| Participant deferral / active EE | $2,952 | $4,784-38.3% | $4,167-29.2% | $5,983-50.7% |
| Admin fee / account holder | $3,525 | $10,134-65.2% | $6,797-48.1% | $11,248-68.7% |