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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 | $94,626 | $148,582-36.3% | $135,942-30.4% | $139,456-32.1% |
| Participation rate | 23.1% | 83.9%-60.8pp | 81.9%-58.8pp | 80.3%-57.3pp |
| Annual return | 14.95% | 79.26%-64.3pp | 68.28%-53.3pp | 373.45%-358.5pp |
| Employer contribution / active EE | $929 | $5,245-82.3% | $4,858-80.9% | $4,753-80.4% |
| Participant deferral / active EE | $3,745 | $8,101-53.8% | $7,759-51.7% | $6,711-44.2% |
| Admin fee / account holder | $1,417 | $12,402-88.6% | $10,764-86.8% | $11,407-87.6% |