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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 | $152,759 | $47,479+221.7% | $62,929+142.8% | $82,448+85.3% |
| Participation rate | 9.4% | 66.9%-57.5pp | 73.1%-63.7pp | 68.1%-58.7pp |
| Annual return | 15.38% | 20.34%-5.0pp | 1063.93%-1048.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $151 | $1,885-92.0% | $2,505-94.0% | $2,551-94.1% |
| Participant deferral / active EE | $1,069 | $2,870-62.8% | $3,888-72.5% | $4,139-74.2% |
| Admin fee / account holder | $668 | $3,804-82.5% | $5,065-86.8% | $7,234-90.8% |