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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 | $84,163 | $90,530-7.0% | $76,030+10.7% | $145,897-42.3% |
| Participation rate | 10.0% | 74.4%-64.4pp | 69.1%-59.1pp | 80.3%-70.3pp |
| Annual return | 13.58% | 625.08%-611.5pp | 361.54%-348.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $144 | $3,319-95.7% | $2,688-94.6% | $4,663-96.9% |
| Participant deferral / active EE | $1,440 | $5,164-72.1% | $4,257-66.2% | $6,689-78.5% |
| Admin fee / account holder | $1,141 | $8,383-86.4% | $6,421-82.2% | $13,390-91.5% |