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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 | $100,686 | $106,008-5.0% | $92,240+9.2% | $147,586-31.8% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 22.78% | 50.05%-27.3pp | 176.29%-153.5pp | 578.59%-555.8pp |
| Employer contribution / active EE | $211 | $4,333-95.1% | $3,680-94.3% | $4,876-95.7% |
| Participant deferral / active EE | $2,136 | $4,478-52.3% | $3,897-45.2% | $5,439-60.7% |
| Admin fee / account holder | $708 | $6,333-88.8% | $5,194-86.4% | $10,886-93.5% |