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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 | $150,486 | $166,089-9.4% | $164,928-8.8% | $145,978+3.1% |
| Participation rate | 23.1% | 82.0%-58.9pp | 78.6%-55.5pp | 80.3%-57.2pp |
| Annual return | 20.60% | 100.26%-79.7pp | 70.08%-49.5pp | 550.52%-529.9pp |
| Employer contribution / active EE | $691 | $5,276-86.9% | $4,343-84.1% | $4,662-85.2% |
| Participant deferral / active EE | $4,228 | $6,961-39.3% | $6,034-29.9% | $6,690-36.8% |
| Admin fee / account holder | $9,429 | $16,641-43.3% | $12,684-25.7% | $13,400-29.6% |