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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 | $149,388 | $198,457-24.7% | $170,435-12.3% | $147,586+1.2% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 16.97% | 257.30%-240.3pp | 205.94%-189.0pp | 578.59%-561.6pp |
| Employer contribution / active EE | $815 | $6,183-86.8% | $5,432-85.0% | $4,876-83.3% |
| Participant deferral / active EE | $4,352 | $5,629-22.7% | $4,939-11.9% | $5,439-20.0% |
| Admin fee / account holder | $3,152 | $16,852-81.3% | $13,881-77.3% | $10,886-71.0% |