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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 | $164,446 | $208,088-21.0% | $186,193-11.7% | $154,746+6.3% |
| Participation rate | 14.3% | 80.0%-65.7pp | 77.1%-62.8pp | 80.7%-66.4pp |
| Annual return | 18.78% | 89.97%-71.2pp | 78.03%-59.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $235 | $4,340-94.6% | $3,918-94.0% | $4,379-94.6% |
| Participant deferral / active EE | $4,429 | $7,078-37.4% | $6,513-32.0% | $6,730-34.2% |
| Admin fee / account holder | $631 | $11,698-94.6% | $11,058-94.3% | $14,365-95.6% |