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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 | $135,872 | $97,729+39.0% | $83,830+62.1% | $135,379+0.4% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | 24.88% | 1287.52%-1262.6pp | 850.97%-826.1pp | 519.79%-494.9pp |
| Employer contribution / active EE | $675 | $4,222-84.0% | $3,631-81.4% | $4,779-85.9% |
| Participant deferral / active EE | $1,761 | $4,683-62.4% | $4,082-56.9% | $5,609-68.6% |
| Admin fee / account holder | $306 | $6,674-95.4% | $5,479-94.4% | $10,828-97.2% |