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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 | $152,450 | $166,131-8.2% | $164,975-7.6% | $145,877+4.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 22.53% | 100.37%-77.8pp | 70.12%-47.6pp | 551.28%-528.8pp |
| Employer contribution / active EE | $179 | $5,276-96.6% | $4,343-95.9% | $4,663-96.2% |
| Participant deferral / active EE | $10,224 | $6,962+46.8% | $6,033+69.4% | $6,691+52.8% |
| Admin fee / account holder | $994 | $16,648-94.0% | $12,688-92.2% | $13,402-92.6% |