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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 | $75,916 | $104,924-27.6% | $84,623-10.3% | $152,885-50.3% |
| Participation rate | 27.8% | 74.8%-47.0pp | 68.2%-40.5pp | 82.5%-54.7pp |
| Annual return | 21.60% | 373.82%-352.2pp | 258.77%-237.2pp | 345.39%-323.8pp |
| Employer contribution / active EE | $160 | $3,302-95.2% | $2,652-94.0% | $4,763-96.6% |
| Participant deferral / active EE | $1,385 | $4,689-70.5% | $3,899-64.5% | $5,851-76.3% |
| Admin fee / account holder | $8,419 | $6,242+34.9% | $4,913+71.4% | $11,598-27.4% |