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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 | $120,714 | $102,663+17.6% | $86,216+40.0% | $139,466-13.4% |
| Participation rate | 68.8% | 74.5%-5.8pp | 69.0%-0.2pp | 80.3%-11.6pp |
| Annual return | 23.46% | 1924.52%-1901.1pp | 1169.42%-1146.0pp | 373.66%-350.2pp |
| Employer contribution / active EE | $97 | $3,035-96.8% | $2,382-95.9% | $4,754-98.0% |
| Participant deferral / active EE | $3,293 | $4,677-29.6% | $3,986-17.4% | $6,712-50.9% |
| Admin fee / account holder | $461 | $8,663-94.7% | $6,853-93.3% | $11,409-96.0% |