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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 | $154,217 | $166,131-7.2% | $164,975-6.5% | $145,877+5.7% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 13.36% | 100.37%-87.0pp | 70.12%-56.8pp | 551.28%-537.9pp |
| Employer contribution / active EE | $467 | $5,276-91.2% | $4,343-89.3% | $4,663-90.0% |
| Participant deferral / active EE | $3,792 | $6,962-45.5% | $6,033-37.2% | $6,691-43.3% |
| Admin fee / account holder | $2,284 | $16,648-86.3% | $12,688-82.0% | $13,402-83.0% |