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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 | $93,951 | $102,422-8.3% | $147,117-36.1% | $80,959+16.0% |
| Participation rate | 23.1% | 75.9%-52.8pp | 82.2%-59.1pp | 67.7%-44.6pp |
| Annual return | 108.86% | 135.16%-26.3pp | 420.54%-311.7pp | 35.67%+73.2pp |
| Employer contribution / active EE | $600 | $3,717-83.9% | $4,932-87.8% | $2,757-78.2% |
| Participant deferral / active EE | $2,829 | $6,652-57.5% | $8,065-64.9% | $4,300-34.2% |
| Admin fee / account holder | $103,103 | $7,953+1196.3% | $12,993+693.5% | $6,925+1388.8% |