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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 | $104,718 | $70,366+48.8% | $66,674+57.1% | $138,895-24.6% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.7%-51.5pp | 79.9%-57.7pp |
| Annual return | 20.83% | 386.41%-365.6pp | 321.24%-300.4pp | 145.39%-124.6pp |
| Employer contribution / active EE | $376 | $2,765-86.4% | $2,620-85.7% | $4,194-91.0% |
| Participant deferral / active EE | $3,432 | $4,374-21.5% | $4,084-16.0% | $6,396-46.3% |
| Admin fee / account holder | $466 | $5,262-91.1% | $5,098-90.9% | $12,562-96.3% |