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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 | $122,940 | $111,785+10.0% | $93,669+31.2% | $145,877-15.7% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 18.10% | 203.79%-185.7pp | 133.59%-115.5pp | 551.28%-533.2pp |
| Employer contribution / active EE | $403 | $3,096-87.0% | $2,424-83.4% | $4,663-91.4% |
| Participant deferral / active EE | $2,684 | $4,919-45.4% | $4,416-39.2% | $6,691-59.9% |
| Admin fee / account holder | $8,191 | $10,256-20.1% | $8,291-1.2% | $13,402-38.9% |