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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 | $191,675 | $150,435+27.4% | $120,580+59.0% | $145,897+31.4% |
| Participation rate | 21.1% | 78.8%-57.8pp | 72.0%-50.9pp | 80.3%-59.3pp |
| Annual return | 11.19% | 154.60%-143.4pp | 107.48%-96.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $744 | $4,352-82.9% | $3,469-78.6% | $4,663-84.0% |
| Participant deferral / active EE | $1,631 | $6,174-73.6% | $4,995-67.3% | $6,689-75.6% |
| Admin fee / account holder | $2,184 | $12,182-82.1% | $9,418-76.8% | $13,390-83.7% |