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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 | $63,842 | $58,391+9.3% | $76,667-16.7% | $72,976-12.5% |
| Participation rate | 47.5% | 67.4%-19.8pp | 72.1%-24.6pp | 69.5%-21.9pp |
| Annual return | 24.43% | 2306.65%-2282.2pp | 1166.74%-1142.3pp | 81.02%-56.6pp |
| Employer contribution / active EE | $188 | $1,787-89.5% | $2,303-91.8% | $2,440-92.3% |
| Participant deferral / active EE | $1,622 | $2,690-39.7% | $3,336-51.4% | $3,608-55.0% |
| Admin fee / account holder | $1,918 | $4,014-52.2% | $6,423-70.1% | $5,124-62.6% |