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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 | $107,836 | $102,393+5.3% | $147,041-26.7% | $80,911+33.3% |
| Participation rate | 28.1% | 75.9%-47.8pp | 82.2%-54.1pp | 67.6%-39.6pp |
| Annual return | 14.03% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $834 | $3,715-77.6% | $4,935-83.1% | $2,756-69.8% |
| Participant deferral / active EE | $3,604 | $6,647-45.8% | $8,071-55.3% | $4,297-16.1% |
| Admin fee / account holder | $692 | $7,943-91.3% | $13,006-94.7% | $6,935-90.0% |