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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 | $140,908 | $88,702+58.9% | $81,780+72.3% | $145,978-3.5% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.4%-36.6pp | 80.3%-44.6pp |
| Annual return | 15.97% | 1029.12%-1013.2pp | 776.27%-760.3pp | 550.52%-534.6pp |
| Employer contribution / active EE | $50 | $3,084-98.4% | $2,914-98.3% | $4,662-98.9% |
| Participant deferral / active EE | $4,786 | $4,645+3.0% | $4,321+10.8% | $6,690-28.5% |
| Admin fee / account holder | $552 | $8,414-93.4% | $7,384-92.5% | $13,400-95.9% |