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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 | $107,513 | $98,760+8.9% | $149,715-28.2% | $79,858+34.6% |
| Participation rate | 40.7% | 75.8%-35.0pp | 82.5%-41.7pp | 69.6%-28.9pp |
| Annual return | 2646.64% | 27.43%+2619.2pp | 276.66%+2370.0pp | 31.72%+2614.9pp |
| Employer contribution / active EE | $590 | $3,217-81.7% | $4,645-87.3% | $2,471-76.1% |
| Participant deferral / active EE | $4,466 | $5,681-21.4% | $6,842-34.7% | $3,740+19.4% |
| Admin fee / account holder | $620 | $6,053-89.8% | $9,310-93.3% | $5,306-88.3% |