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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 | $132,102 | $139,948-5.6% | $121,663+8.6% | $154,746-14.6% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.5%-17.3pp | 80.7%-23.6pp |
| Annual return | 16.30% | 230.52%-214.2pp | 147.54%-131.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $369 | $3,521-89.5% | $3,020-87.8% | $4,379-91.6% |
| Participant deferral / active EE | $1,736 | $5,629-69.2% | $4,887-64.5% | $6,730-74.2% |
| Admin fee / account holder | $1,070 | $17,321-93.8% | $14,289-92.5% | $14,365-92.6% |