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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 | $106,850 | $111,830-4.5% | $93,696+14.0% | $145,884-26.8% |
| Participation rate | 12.5% | 74.2%-61.7pp | 68.7%-56.2pp | 80.3%-67.8pp |
| Annual return | 19.74% | 204.08%-184.3pp | 133.74%-114.0pp | 551.85%-532.1pp |
| Employer contribution / active EE | $432 | $3,093-86.0% | $2,422-82.2% | $4,662-90.7% |
| Participant deferral / active EE | $1,318 | $4,920-73.2% | $4,417-70.2% | $6,690-80.3% |
| Admin fee / account holder | $1,121 | $10,249-89.1% | $8,287-86.5% | $13,392-91.6% |