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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 | $95,814 | $84,708+13.1% | $75,714+26.5% | $167,536-42.8% |
| Participation rate | 18.2% | 77.8%-59.7pp | 74.8%-56.7pp | 82.1%-63.9pp |
| Annual return | 12.90% | 199.62%-186.7pp | 104.62%-91.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $310 | $3,231-90.4% | $2,744-88.7% | $4,839-93.6% |
| Participant deferral / active EE | $2,412 | $4,577-47.3% | $3,820-36.9% | $6,342-62.0% |
| Admin fee / account holder | $6,539 | $5,358+22.0% | $3,619+80.7% | $12,315-46.9% |