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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 | $141,230 | $111,878+26.2% | $93,727+50.7% | $145,897-3.2% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 14.67% | 204.28%-189.6pp | 133.83%-119.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $126 | $3,092-95.9% | $2,421-94.8% | $4,663-97.3% |
| Participant deferral / active EE | $3,262 | $4,920-33.7% | $4,417-26.2% | $6,689-51.2% |
| Admin fee / account holder | $28,598 | $10,256+178.8% | $8,292+244.9% | $13,390+113.6% |