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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 | $165,591 | $111,535+48.5% | $105,223+57.4% | $137,256+20.6% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.0%-60.8pp | 80.0%-65.7pp |
| Annual return | 15.33% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $662 | $3,939-83.2% | $3,689-82.1% | $4,156-84.1% |
| Participant deferral / active EE | $2,482 | $5,500-54.9% | $5,072-51.1% | $6,407-61.3% |
| Admin fee / account holder | $1,328 | $9,721-86.3% | $8,859-85.0% | $12,270-89.2% |