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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 | $154,956 | $183,516-15.6% | $155,534-0.4% | $145,884+6.2% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 12.74% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $646 | $5,315-87.8% | $4,675-86.2% | $4,662-86.1% |
| Participant deferral / active EE | $2,192 | $6,467-66.1% | $5,630-61.1% | $6,690-67.2% |
| Admin fee / account holder | $11,149 | $19,293-42.2% | $15,900-29.9% | $13,392-16.7% |