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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 | $102,149 | $93,373+9.4% | $152,473-33.0% | $85,847+19.0% |
| Participation rate | 24.2% | 70.1%-45.8pp | 78.2%-53.9pp | 69.3%-45.1pp |
| Annual return | 12.52% | 21.84%-9.3pp | 757.59%-745.1pp | 318.61%-306.1pp |
| Employer contribution / active EE | $311 | $2,996-89.6% | $4,326-92.8% | $2,565-87.9% |
| Participant deferral / active EE | $1,773 | $4,550-61.0% | $5,817-69.5% | $3,952-55.1% |
| Admin fee / account holder | $3,406 | $13,853-75.4% | $15,811-78.5% | $6,261-45.6% |