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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 | $161,088 | $183,592-12.3% | $155,574+3.5% | $145,877+10.4% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 13.69% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $789 | $5,317-85.2% | $4,676-83.1% | $4,663-83.1% |
| Participant deferral / active EE | $2,690 | $6,466-58.4% | $5,629-52.2% | $6,691-59.8% |
| Admin fee / account holder | $3,182 | $19,316-83.5% | $15,914-80.0% | $13,402-76.3% |