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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 | $102,737 | $90,397+13.7% | $76,002+35.2% | $145,959-29.6% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.1%-10.7pp | 80.3%-22.0pp |
| Annual return | 19.00% | 621.97%-603.0pp | 360.07%-341.1pp | 561.95%-542.9pp |
| Employer contribution / active EE | $498 | $3,317-85.0% | $2,688-81.5% | $4,661-89.3% |
| Participant deferral / active EE | $2,767 | $5,163-46.4% | $4,257-35.0% | $6,689-58.6% |
| Admin fee / account holder | $3,209 | $8,369-61.7% | $6,414-50.0% | $13,398-76.1% |