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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 | $143,594 | $79,449+80.7% | $189,575-24.3% | $85,847+67.3% |
| Participation rate | 48.0% | 66.0%-18.0pp | 78.4%-30.4pp | 69.3%-21.3pp |
| Annual return | 12.89% | 18.45%-5.6pp | 64.19%-51.3pp | 318.61%-305.7pp |
| Employer contribution / active EE | $314 | $2,081-84.9% | $4,412-92.9% | $2,565-87.8% |
| Participant deferral / active EE | $2,634 | $4,051-35.0% | $6,174-57.3% | $3,952-33.3% |
| Admin fee / account holder | $3,610 | $5,377-32.9% | $9,806-63.2% | $6,261-42.3% |