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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 | $99,463 | $112,935-11.9% | $90,970+9.3% | $158,966-37.4% |
| Participation rate | 41.7% | 74.7%-33.1pp | 69.0%-27.3pp | 82.0%-40.3pp |
| Annual return | 18.15% | 215.79%-197.6pp | 134.58%-116.4pp | 302.95%-284.8pp |
| Employer contribution / active EE | $181 | $2,895-93.8% | $2,122-91.5% | $4,762-96.2% |
| Participant deferral / active EE | $1,402 | $4,129-66.0% | $3,373-58.4% | $5,983-76.6% |
| Admin fee / account holder | $2,070 | $8,045-74.3% | $5,960-65.3% | $11,250-81.6% |