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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 | $150,984 | $103,385+46.0% | $87,104+73.3% | $152,870-1.2% |
| Participation rate | 10.0% | 79.3%-69.3pp | 76.9%-66.9pp | 82.4%-72.4pp |
| Annual return | 21.52% | 28.10%-6.6pp | 28.19%-6.7pp | 345.34%-323.8pp |
| Employer contribution / active EE | $513 | $3,220-84.1% | $2,521-79.6% | $4,763-89.2% |
| Participant deferral / active EE | $1,561 | $4,778-67.3% | $4,049-61.5% | $5,850-73.3% |
| Admin fee / account holder | $37,009 | $12,192+203.6% | $7,490+394.1% | $11,597+219.1% |