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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 | $95,640 | $84,708+12.9% | $75,714+26.3% | $167,536-42.9% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.8%-54.8pp | 82.1%-62.1pp |
| Annual return | 31.59% | 199.62%-168.0pp | 104.62%-73.0pp | 478.82%-447.2pp |
| Employer contribution / active EE | $292 | $3,231-91.0% | $2,744-89.4% | $4,839-94.0% |
| Participant deferral / active EE | $5,329 | $4,577+16.4% | $3,820+39.5% | $6,342-16.0% |
| Admin fee / account holder | $730 | $5,358-86.4% | $3,619-79.8% | $12,315-94.1% |