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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 | $136,407 | $96,731+41.0% | $123,973+10.0% | $86,983+56.8% |
| Participation rate | 42.9% | 70.0%-27.2pp | 76.7%-33.8pp | 69.5%-26.7pp |
| Annual return | 527.28% | 17.33%+510.0pp | 388.13%+139.2pp | 25.83%+501.5pp |
| Employer contribution / active EE | $517 | $3,297-84.3% | $4,126-87.5% | $2,584-80.0% |
| Participant deferral / active EE | $2,387 | $4,152-42.5% | $5,247-54.5% | $4,194-43.1% |
| Admin fee / account holder | $9,839 | $8,722+12.8% | $11,799-16.6% | $7,856+25.2% |