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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 | $138,136 | $102,696+34.5% | $86,235+60.2% | $139,487-1.0% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.0%-27.3pp | 80.3%-38.7pp |
| Annual return | 20.17% | 1925.91%-1905.7pp | 1170.03%-1149.9pp | 373.84%-353.7pp |
| Employer contribution / active EE | $360 | $3,034-88.1% | $2,381-84.9% | $4,755-92.4% |
| Participant deferral / active EE | $3,300 | $4,679-29.5% | $3,987-17.2% | $6,713-50.8% |
| Admin fee / account holder | $3,917 | $8,667-54.8% | $6,856-42.9% | $11,407-65.7% |