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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 | $145,769 | $185,883-21.6% | $170,043-14.3% | $139,466+4.5% |
| Participation rate | 53.8% | 87.8%-33.9pp | 87.0%-33.2pp | 80.3%-26.5pp |
| Annual return | 19.10% | 60.54%-41.4pp | 53.40%-34.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,186 | $7,596-84.4% | $6,790-82.5% | $4,754-75.1% |
| Participant deferral / active EE | $4,613 | $11,626-60.3% | $10,410-55.7% | $6,712-31.3% |
| Admin fee / account holder | $606 | $15,393-96.1% | $12,824-95.3% | $11,409-94.7% |