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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 | $149,294 | $63,346+135.7% | $92,240+61.9% | $70,126+112.9% |
| Participation rate | 53.6% | 68.7%-15.0pp | 76.5%-22.9pp | 69.5%-15.9pp |
| Annual return | 20.75% | 530.19%-509.4pp | 176.29%-155.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $482 | $2,471-80.5% | $3,680-86.9% | $2,343-79.4% |
| Participant deferral / active EE | $2,368 | $2,854-17.0% | $3,897-39.2% | $3,332-28.9% |
| Admin fee / account holder | $3,799 | $3,841-1.1% | $5,194-26.9% | $4,645-18.2% |