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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 | $147,093 | $133,981+9.8% | $112,249+31.0% | $134,532+9.3% |
| Participation rate | 17.6% | 78.6%-60.9pp | 75.1%-57.4pp | 81.2%-63.6pp |
| Annual return | 2.02% | 47.16%-45.1pp | 27.48%-25.5pp | 418.27%-416.2pp |
| Employer contribution / active EE | $672 | $4,040-83.4% | $3,636-81.5% | $4,741-85.8% |
| Participant deferral / active EE | $3,500 | $5,292-33.9% | $4,729-26.0% | $6,401-45.3% |
| Admin fee / account holder | $2,067 | $7,492-72.4% | $6,412-67.8% | $11,429-81.9% |