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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 | $114,539 | $112,121+2.2% | $95,960+19.4% | $158,966-27.9% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 20.32% | 171.16%-150.8pp | 91.63%-71.3pp | 302.95%-282.6pp |
| Employer contribution / active EE | $348 | $3,199-89.1% | $2,541-86.3% | $4,762-92.7% |
| Participant deferral / active EE | $2,424 | $4,784-49.3% | $4,167-41.8% | $5,983-59.5% |
| Admin fee / account holder | $28,537 | $10,135+181.6% | $6,797+319.9% | $11,250+153.7% |