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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 | $83,485 | $65,555+27.4% | $86,216-3.2% | $75,173+11.1% |
| Participation rate | 30.2% | 60.5%-30.3pp | 69.0%-38.7pp | 67.2%-37.0pp |
| Annual return | 19.43% | 46.07%-26.6pp | 1169.42%-1150.0pp | 160.72%-141.3pp |
| Employer contribution / active EE | $291 | $1,553-81.3% | $2,382-87.8% | $2,671-89.1% |
| Participant deferral / active EE | $1,633 | $3,023-46.0% | $3,986-59.0% | $4,126-60.4% |
| Admin fee / account holder | $13,944 | $5,469+155.0% | $6,853+103.5% | $5,651+146.8% |