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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 | $123,290 | $111,878+10.2% | $93,727+31.5% | $145,897-15.5% |
| Participation rate | 31.6% | 74.2%-42.6pp | 68.7%-37.1pp | 80.3%-48.7pp |
| Annual return | 20.64% | 204.28%-183.6pp | 133.83%-113.2pp | 552.29%-531.6pp |
| Employer contribution / active EE | $317 | $3,092-89.7% | $2,421-86.9% | $4,663-93.2% |
| Participant deferral / active EE | $1,219 | $4,920-75.2% | $4,417-72.4% | $6,689-81.8% |
| Admin fee / account holder | $542 | $10,256-94.7% | $8,292-93.5% | $13,390-96.0% |