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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 | $144,662 | $103,038+40.4% | $90,324+60.2% | $152,909-5.4% |
| Participation rate | 57.9% | 75.9%-18.0pp | 73.3%-15.4pp | 82.5%-24.6pp |
| Annual return | 21.59% | 95.25%-73.7pp | 78.15%-56.6pp | 345.46%-323.9pp |
| Employer contribution / active EE | $82 | $3,141-97.4% | $2,856-97.1% | $4,764-98.3% |
| Participant deferral / active EE | $2,636 | $4,282-38.4% | $3,885-32.2% | $5,851-54.9% |
| Admin fee / account holder | $1,411 | $6,177-77.2% | $5,356-73.7% | $11,601-87.8% |