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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 | $156,127 | $110,379+41.4% | $102,412+52.4% | $145,884+7.0% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 14.14% | 24.84%-10.7pp | 24.94%-10.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $172 | $4,216-95.9% | $3,870-95.6% | $4,662-96.3% |
| Participant deferral / active EE | $1,721 | $5,622-69.4% | $5,060-66.0% | $6,690-74.3% |
| Admin fee / account holder | $5,182 | $9,745-46.8% | $8,388-38.2% | $13,392-61.3% |