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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 | $148,118 | $81,358+82.1% | $155,556-4.8% | $80,959+83.0% |
| Participation rate | 10.3% | 66.3%-56.0pp | 78.2%-68.0pp | 67.7%-57.4pp |
| Annual return | 47.09% | 33.39%+13.7pp | 64.84%-17.7pp | 35.67%+11.4pp |
| Employer contribution / active EE | $155 | $3,106-95.0% | $4,675-96.7% | $2,757-94.4% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,038 | $7,994-62.0% | $15,885-80.9% | $6,925-56.1% |