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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 | $118,122 | $106,918+10.5% | $84,021+40.6% | $152,897-22.7% |
| Participation rate | 12.5% | 75.2%-62.7pp | 69.0%-56.5pp | 82.5%-70.0pp |
| Annual return | 36.13% | 105.01%-68.9pp | 71.32%-35.2pp | 345.43%-309.3pp |
| Employer contribution / active EE | $171 | $2,735-93.8% | $1,984-91.4% | $4,764-96.4% |
| Participant deferral / active EE | $3,195 | $4,012-20.4% | $3,239-1.4% | $5,851-45.4% |
| Admin fee / account holder | $428 | $8,288-94.8% | $6,102-93.0% | $11,599-96.3% |