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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 | $139,817 | $126,519+10.5% | $106,201+31.7% | $145,959-4.2% |
| Participation rate | 14.3% | 77.7%-63.4pp | 75.3%-61.0pp | 80.3%-66.0pp |
| Annual return | 8.28% | 225.10%-216.8pp | 116.26%-108.0pp | 561.95%-553.7pp |
| Employer contribution / active EE | $471 | $3,726-87.4% | $3,170-85.1% | $4,661-89.9% |
| Participant deferral / active EE | $4,357 | $5,716-23.8% | $5,012-13.1% | $6,689-34.9% |
| Admin fee / account holder | $512 | $17,312-97.0% | $11,039-95.4% | $13,398-96.2% |