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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 | $136,646 | $125,190+9.2% | $105,624+29.4% | $145,897-6.3% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 11.82% | 225.22%-213.4pp | 116.20%-104.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $185 | $3,720-95.0% | $3,168-94.2% | $4,663-96.0% |
| Participant deferral / active EE | $2,649 | $5,716-53.7% | $5,013-47.2% | $6,689-60.4% |
| Admin fee / account holder | $2,500 | $17,138-85.4% | $10,961-77.2% | $13,390-81.3% |