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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 | $169,135 | $183,592-7.9% | $155,567+8.7% | $145,959+15.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 16.99% | 61.24%-44.2pp | 64.74%-47.7pp | 561.95%-545.0pp |
| Employer contribution / active EE | $710 | $5,315-86.6% | $4,674-84.8% | $4,661-84.8% |
| Participant deferral / active EE | $2,991 | $6,464-53.7% | $5,628-46.9% | $6,689-55.3% |
| Admin fee / account holder | $4,015 | $19,318-79.2% | $15,916-74.8% | $13,398-70.0% |