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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 | $150,584 | $160,040-5.9% | $147,096+2.4% | $145,877+3.2% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 17.20% | 98.49%-81.3pp | 419.75%-402.5pp | 551.28%-534.1pp |
| Employer contribution / active EE | $157 | $5,289-97.0% | $4,936-96.8% | $4,663-96.6% |
| Participant deferral / active EE | $5,801 | $8,429-31.2% | $8,071-28.1% | $6,691-13.3% |
| Admin fee / account holder | $524 | $15,050-96.5% | $13,005-96.0% | $13,402-96.1% |