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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 | $80,326 | $90,530-11.3% | $76,030+5.7% | $145,897-44.9% |
| Participation rate | 16.7% | 74.4%-57.8pp | 69.1%-52.4pp | 80.3%-63.6pp |
| Annual return | 11.52% | 625.08%-613.6pp | 361.54%-350.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $556 | $3,319-83.2% | $2,688-79.3% | $4,663-88.1% |
| Participant deferral / active EE | $1,088 | $5,164-78.9% | $4,257-74.4% | $6,689-83.7% |
| Admin fee / account holder | $415 | $8,383-95.1% | $6,421-93.5% | $13,390-96.9% |