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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 | $104,186 | $111,830-6.8% | $93,696+11.2% | $145,884-28.6% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 11.28% | 204.08%-192.8pp | 133.74%-122.5pp | 551.85%-540.6pp |
| Employer contribution / active EE | $510 | $3,093-83.5% | $2,422-78.9% | $4,662-89.1% |
| Participant deferral / active EE | $2,168 | $4,920-55.9% | $4,417-50.9% | $6,690-67.6% |
| Admin fee / account holder | $4,582 | $10,249-55.3% | $8,287-44.7% | $13,392-65.8% |