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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 | $117,433 | $102,393+14.7% | $147,041-20.1% | $80,911+45.1% |
| Participation rate | 61.7% | 75.9%-14.2pp | 82.2%-20.5pp | 67.6%-5.9pp |
| Annual return | 14.99% | 134.95%-120.0pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $199 | $3,715-94.6% | $4,935-96.0% | $2,756-92.8% |
| Participant deferral / active EE | $3,373 | $6,647-49.3% | $8,071-58.2% | $4,297-21.5% |
| Admin fee / account holder | $10,373 | $7,943+30.6% | $13,006-20.2% | $6,935+49.6% |