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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 | $137,481 | $100,060+37.4% | $149,721-8.2% | $70,126+96.0% |
| Participation rate | 53.7% | 83.6%-29.9pp | 87.1%-33.4pp | 69.5%-15.8pp |
| Annual return | 17.52% | 27.46%-9.9pp | 1501.67%-1484.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,046 | $3,661-71.4% | $5,444-80.8% | $2,343-55.3% |
| Participant deferral / active EE | $2,858 | $4,982-42.6% | $6,568-56.5% | $3,332-14.2% |
| Admin fee / account holder | $2,673 | $8,285-67.7% | $11,282-76.3% | $4,645-42.5% |