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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 | $120,893 | $102,595+17.8% | $94,057+28.5% | $154,746-21.9% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 13.90% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $209 | $3,147-93.3% | $2,933-92.9% | $4,379-95.2% |
| Participant deferral / active EE | $1,244 | $5,118-75.7% | $4,709-73.6% | $6,730-81.5% |
| Admin fee / account holder | $342 | $7,736-95.6% | $7,244-95.3% | $14,365-97.6% |