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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 | $106,019 | $111,830-5.2% | $93,696+13.2% | $145,884-27.3% |
| Participation rate | 30.4% | 74.2%-43.8pp | 68.7%-38.3pp | 80.3%-49.9pp |
| Annual return | 8.80% | 204.08%-195.3pp | 133.74%-124.9pp | 551.85%-543.0pp |
| Employer contribution / active EE | $442 | $3,093-85.7% | $2,422-81.7% | $4,662-90.5% |
| Participant deferral / active EE | $1,194 | $4,920-75.7% | $4,417-73.0% | $6,690-82.1% |
| Admin fee / account holder | $38,590 | $10,249+276.5% | $8,287+365.7% | $13,392+188.2% |