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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 | $159,441 | $124,346+28.2% | $111,308+43.2% | $167,536-4.8% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.6pp |
| Annual return | 18.88% | 37.45%-18.6pp | 54.67%-35.8pp | 478.82%-459.9pp |
| Employer contribution / active EE | $438 | $3,437-87.2% | $2,732-84.0% | $4,839-90.9% |
| Participant deferral / active EE | $2,633 | $5,182-49.2% | $4,487-41.3% | $6,342-58.5% |
| Admin fee / account holder | $988 | $10,621-90.7% | $7,965-87.6% | $12,315-92.0% |