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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 | $100,613 | $96,388+4.4% | $80,627+24.8% | $139,466-27.9% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 14.75% | 1352.08%-1337.3pp | 936.76%-922.0pp | 373.66%-358.9pp |
| Employer contribution / active EE | $337 | $3,260-89.7% | $2,723-87.6% | $4,754-92.9% |
| Participant deferral / active EE | $6,622 | $5,224+26.8% | $4,443+49.0% | $6,712-1.3% |
| Admin fee / account holder | $451 | $6,603-93.2% | $5,381-91.6% | $11,409-96.0% |