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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 | $78,514 | $112,933-30.5% | $90,970-13.7% | $158,982-50.6% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 21.25% | 215.82%-194.6pp | 134.60%-113.3pp | 302.99%-281.7pp |
| Employer contribution / active EE | $170 | $2,893-94.1% | $2,122-92.0% | $4,763-96.4% |
| Participant deferral / active EE | $3,178 | $4,128-23.0% | $3,373-5.8% | $5,983-46.9% |
| Admin fee / account holder | $9,740 | $8,047+21.0% | $5,961+63.4% | $11,252-13.4% |