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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 | $136,257 | $72,071+89.1% | $68,368+99.3% | $137,256-0.7% |
| Participation rate | 15.4% | 76.2%-60.9pp | 73.8%-58.4pp | 80.0%-64.6pp |
| Annual return | 27.35% | 353.14%-325.8pp | 292.57%-265.2pp | 220.34%-193.0pp |
| Employer contribution / active EE | $272 | $2,788-90.3% | $2,649-89.7% | $4,156-93.5% |
| Participant deferral / active EE | $1,658 | $4,410-62.4% | $4,123-59.8% | $6,407-74.1% |
| Admin fee / account holder | $7,000 | $5,336+31.2% | $5,150+35.9% | $12,270-42.9% |