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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 | $103,393+46.0% | $87,103+73.3% | $152,909-1.3% |
| Participation rate | 10.0% | 79.4%-69.4pp | 76.9%-66.9pp | 82.5%-72.5pp |
| Annual return | 21.52% | 28.10%-6.6pp | 28.19%-6.7pp | 345.46%-323.9pp |
| Employer contribution / active EE | $513 | $3,221-84.1% | $2,521-79.6% | $4,764-89.2% |
| Participant deferral / active EE | $1,561 | $4,778-67.3% | $4,049-61.5% | $5,851-73.3% |
| Admin fee / account holder | $37,009 | $12,195+203.5% | $7,491+394.0% | $11,601+219.0% |