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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 | $150,141 | $104,953+43.1% | $84,637+77.4% | $152,909-1.8% |
| Participation rate | 69.6% | 74.8%-5.3pp | 68.2%+1.3pp | 82.5%-12.9pp |
| Annual return | 19.64% | 373.94%-354.3pp | 258.82%-239.2pp | 345.46%-325.8pp |
| Employer contribution / active EE | $160 | $3,304-95.2% | $2,653-94.0% | $4,764-96.6% |
| Participant deferral / active EE | $4,813 | $4,691+2.6% | $3,900+23.4% | $5,851-17.8% |
| Admin fee / account holder | $374 | $6,244-94.0% | $4,914-92.4% | $11,601-96.8% |