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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 | $95,199 | $111,785-14.8% | $93,669+1.6% | $145,877-34.7% |
| Participation rate | 55.0% | 74.2%-19.2pp | 68.7%-13.7pp | 80.3%-25.3pp |
| Annual return | 13.58% | 203.79%-190.2pp | 133.59%-120.0pp | 551.28%-537.7pp |
| Employer contribution / active EE | $292 | $3,096-90.6% | $2,424-88.0% | $4,663-93.7% |
| Participant deferral / active EE | $2,238 | $4,919-54.5% | $4,416-49.3% | $6,691-66.6% |
| Admin fee / account holder | $7,153 | $10,256-30.2% | $8,291-13.7% | $13,402-46.6% |