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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 | $132,374 | $69,274+91.1% | $64,097+106.5% | $139,487-5.1% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 27.60% | 46.00%-18.4pp | 33.75%-6.1pp | 373.84%-346.2pp |
| Employer contribution / active EE | $392 | $3,187-87.7% | $2,750-85.7% | $4,755-91.8% |
| Participant deferral / active EE | $6,000 | $4,685+28.1% | $3,881+54.6% | $6,713-10.6% |
| Admin fee / account holder | $1,014 | $4,247-76.1% | $3,070-67.0% | $11,407-91.1% |