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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 | $77,085 | $72,446+6.4% | $67,561+14.1% | $145,877-47.2% |
| Participation rate | 23.1% | 76.9%-53.8pp | 72.9%-49.8pp | 80.3%-57.2pp |
| Annual return | 11.73% | 7211.98%-7200.3pp | 3525.44%-3513.7pp | 551.28%-539.6pp |
| Employer contribution / active EE | $340 | $3,072-88.9% | $2,735-87.6% | $4,663-92.7% |
| Participant deferral / active EE | $2,272 | $4,785-52.5% | $4,003-43.2% | $6,691-66.0% |
| Admin fee / account holder | $456 | $5,541-91.8% | $4,006-88.6% | $13,402-96.6% |