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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 | $144,463 | $112,121+28.8% | $95,960+50.5% | $158,966-9.1% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 11.93% | 171.16%-159.2pp | 91.63%-79.7pp | 302.95%-291.0pp |
| Employer contribution / active EE | $289 | $3,199-91.0% | $2,541-88.6% | $4,762-93.9% |
| Participant deferral / active EE | $2,201 | $4,784-54.0% | $4,167-47.2% | $5,983-63.2% |
| Admin fee / account holder | $16,996 | $10,135+67.7% | $6,797+150.0% | $11,250+51.1% |