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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 | $56,116+175.3% | $135,768+13.8% | $86,983+77.6% |
| Participation rate | 30.0% | 60.1%-30.1pp | 71.1%-41.1pp | 69.5%-39.5pp |
| Annual return | 21.31% | 125.33%-104.0pp | 526.10%-504.8pp | 25.83%-4.5pp |
| Employer contribution / active EE | $157 | $1,528-89.7% | $3,394-95.4% | $2,584-93.9% |
| Participant deferral / active EE | $3,728 | $2,690+38.6% | $3,977-6.3% | $4,194-11.1% |
| Admin fee / account holder | $10,997 | $4,314+154.9% | $7,048+56.0% | $7,856+40.0% |