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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 | $154,482 | $53,063+191.1% | $124,206+24.4% | $82,637+86.9% |
| Participation rate | 30.0% | 58.4%-28.4pp | 69.6%-39.6pp | 68.1%-38.1pp |
| Annual return | 21.31% | 68.87%-47.6pp | 515.27%-494.0pp | 53.51%-32.2pp |
| Employer contribution / active EE | $157 | $1,530-89.7% | $3,540-95.6% | $2,552-93.8% |
| Participant deferral / active EE | $3,728 | $2,644+41.0% | $3,968-6.0% | $4,126-9.7% |
| Admin fee / account holder | $10,997 | $4,281+156.9% | $5,929+85.5% | $7,339+49.8% |