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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 | $105,846 | $58,391+81.3% | $76,657+38.1% | $72,975+45.0% |
| Participation rate | 16.1% | 67.4%-51.3pp | 72.1%-56.0pp | 69.5%-53.4pp |
| Annual return | 20.81% | 2306.65%-2285.8pp | 1166.74%-1145.9pp | 81.01%-60.2pp |
| Employer contribution / active EE | $308 | $1,787-82.8% | $2,303-86.6% | $2,440-87.4% |
| Participant deferral / active EE | $1,241 | $2,690-53.9% | $3,335-62.8% | $3,608-65.6% |
| Admin fee / account holder | $1,119 | $4,014-72.1% | $6,423-82.6% | $5,124-78.2% |