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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 | $98,505 | $106,008-7.1% | $92,240+6.8% | $147,586-33.3% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 22.91% | 50.05%-27.1pp | 176.29%-153.4pp | 578.59%-555.7pp |
| Employer contribution / active EE | $666 | $4,333-84.6% | $3,680-81.9% | $4,876-86.3% |
| Participant deferral / active EE | $1,501 | $4,478-66.5% | $3,897-61.5% | $5,439-72.4% |
| Admin fee / account holder | $374 | $6,333-94.1% | $5,194-92.8% | $10,886-96.6% |