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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 | $158,386 | $102,638+54.3% | $81,991+93.2% | $158,966-0.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 13.18% | 61.05%-47.9pp | 41.31%-28.1pp | 302.95%-289.8pp |
| Employer contribution / active EE | $175 | $3,241-94.6% | $2,498-93.0% | $4,762-96.3% |
| Participant deferral / active EE | $2,500 | $4,649-46.2% | $3,722-32.8% | $5,983-58.2% |
| Admin fee / account holder | $4,470 | $8,237-45.7% | $5,665-21.1% | $11,250-60.3% |