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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 | $130,649 | $110,337+18.4% | $102,383+27.6% | $145,877-10.4% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | 11.24% | 24.83%-13.6pp | 24.94%-13.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $140 | $4,216-96.7% | $3,870-96.4% | $4,663-97.0% |
| Participant deferral / active EE | $1,672 | $5,621-70.2% | $5,060-66.9% | $6,691-75.0% |
| Admin fee / account holder | $3,998 | $9,750-59.0% | $8,391-52.4% | $13,402-70.2% |