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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 | $113,088 | $72,071+56.9% | $68,368+65.4% | $137,256-17.6% |
| Participation rate | 9.1% | 76.2%-67.1pp | 73.8%-64.7pp | 80.0%-70.9pp |
| Annual return | 16.80% | 353.14%-336.3pp | 292.57%-275.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $119 | $2,788-95.7% | $2,649-95.5% | $4,156-97.1% |
| Participant deferral / active EE | $1,194 | $4,410-72.9% | $4,123-71.0% | $6,407-81.4% |
| Admin fee / account holder | $437 | $5,336-91.8% | $5,150-91.5% | $12,270-96.4% |