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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 | $156,977 | $102,422+53.3% | $147,117+6.7% | $80,959+93.9% |
| Participation rate | 37.5% | 75.9%-38.4pp | 82.2%-44.7pp | 67.7%-30.2pp |
| Annual return | 17.28% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $836 | $3,717-77.5% | $4,932-83.1% | $2,757-69.7% |
| Participant deferral / active EE | $3,409 | $6,652-48.8% | $8,065-57.7% | $4,300-20.7% |
| Admin fee / account holder | $1,694 | $7,953-78.7% | $12,993-87.0% | $6,925-75.5% |