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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 | $238,670 | $168,636+41.5% | $147,618+61.7% | $125,388+90.3% |
| Participation rate | 10.5% | 88.8%-78.2pp | 84.6%-74.1pp | 83.2%-72.7pp |
| Annual return | -2.98% | 77.65%-80.6pp | 61.98%-65.0pp | 282.24%-285.2pp |
| Employer contribution / active EE | $526 | $6,252-91.6% | $5,565-90.5% | $4,866-89.2% |
| Participant deferral / active EE | $1,974 | $5,507-64.2% | $4,895-59.7% | $5,352-63.1% |
| Admin fee / account holder | $1,002 | $13,580-92.6% | $11,612-91.4% | $9,541-89.5% |