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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 | $139,830 | $148,623-5.9% | $135,974+2.8% | $139,466+0.3% |
| Participation rate | 15.4% | 83.9%-68.5pp | 81.9%-66.5pp | 80.3%-64.9pp |
| Annual return | 19.85% | 79.30%-59.4pp | 68.30%-48.5pp | 373.66%-353.8pp |
| Employer contribution / active EE | $575 | $5,246-89.0% | $4,859-88.2% | $4,754-87.9% |
| Participant deferral / active EE | $3,596 | $8,103-55.6% | $7,760-53.7% | $6,712-46.4% |
| Admin fee / account holder | $5,659 | $12,406-54.4% | $10,767-47.4% | $11,409-50.4% |