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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 | $96,849 | $65,440+48.0% | $98,506-1.7% | $85,851+12.8% |
| Participation rate | 25.9% | 65.0%-39.1pp | 73.3%-47.5pp | 69.3%-43.4pp |
| Annual return | 13.33% | 21.75%-8.4pp | 1494.92%-1481.6pp | 318.63%-305.3pp |
| Employer contribution / active EE | $118 | $2,169-94.6% | $2,961-96.0% | $2,565-95.4% |
| Participant deferral / active EE | $1,088 | $3,168-65.6% | $4,277-74.6% | $3,952-72.5% |
| Admin fee / account holder | $4,913 | $4,596+6.9% | $5,955-17.5% | $6,261-21.5% |