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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 | $102,382+53.3% | $147,005+6.8% | $80,874+94.1% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.2%-44.7pp | 67.6%-30.1pp |
| Annual return | 17.28% | 134.89%-117.6pp | 418.76%-401.5pp | 35.62%-18.3pp |
| Employer contribution / active EE | $836 | $3,715-77.5% | $4,934-83.1% | $2,756-69.7% |
| Participant deferral / active EE | $3,409 | $6,646-48.7% | $8,070-57.8% | $4,297-20.7% |
| Admin fee / account holder | $1,694 | $7,942-78.7% | $13,006-87.0% | $6,935-75.6% |