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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 | $173,946 | $105,200+65.3% | $159,474+9.1% | $85,847+102.6% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.8%-18.8pp | 69.3%-5.3pp |
| Annual return | 22.09% | 45.08%-23.0pp | 263.68%-241.6pp | 318.61%-296.5pp |
| Employer contribution / active EE | $33 | $3,319-99.0% | $4,831-99.3% | $2,565-98.7% |
| Participant deferral / active EE | $3,863 | $5,946-35.0% | $7,353-47.5% | $3,952-2.2% |
| Admin fee / account holder | $931 | $6,934-86.6% | $10,802-91.4% | $6,261-85.1% |