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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 | $174,557 | $70,366+148.1% | $66,674+161.8% | $138,895+25.7% |
| Participation rate | 10.0% | 76.2%-66.2pp | 73.7%-63.7pp | 79.9%-69.9pp |
| Annual return | 14.91% | 386.41%-371.5pp | 321.24%-306.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $395 | $2,765-85.7% | $2,620-84.9% | $4,194-90.6% |
| Participant deferral / active EE | $2,350 | $4,374-46.3% | $4,084-42.5% | $6,396-63.3% |
| Admin fee / account holder | $686 | $5,262-87.0% | $5,098-86.5% | $12,562-94.5% |