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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 | $146,711 | $100,139+46.5% | $85,187+72.2% | $145,884+0.6% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 22.61% | 84.15%-61.5pp | 66.67%-44.1pp | 551.85%-529.2pp |
| Employer contribution / active EE | $379 | $3,238-88.3% | $2,732-86.1% | $4,662-91.9% |
| Participant deferral / active EE | $2,839 | $5,296-46.4% | $4,525-37.3% | $6,690-57.6% |
| Admin fee / account holder | $663 | $7,262-90.9% | $6,162-89.2% | $13,392-95.1% |