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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 | $129,633 | $111,830+15.9% | $93,696+38.4% | $145,884-11.1% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 20.62% | 204.08%-183.5pp | 133.74%-113.1pp | 551.85%-531.2pp |
| Employer contribution / active EE | $390 | $3,093-87.4% | $2,422-83.9% | $4,662-91.6% |
| Participant deferral / active EE | $2,577 | $4,920-47.6% | $4,417-41.7% | $6,690-61.5% |
| Admin fee / account holder | $1,074 | $10,249-89.5% | $8,287-87.0% | $13,392-92.0% |