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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 | $153,328 | $117,895+30.1% | $102,460+49.6% | $145,897+5.1% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 17.29% | 31.92%-14.6pp | 29.47%-12.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $540 | $3,619-85.1% | $3,025-82.1% | $4,663-88.4% |
| Participant deferral / active EE | $5,228 | $5,736-8.9% | $5,056+3.4% | $6,689-21.8% |
| Admin fee / account holder | $5,871 | $13,353-56.0% | $9,460-37.9% | $13,390-56.2% |