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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 | $141,044 | $162,821-13.4% | $133,978+5.3% | $158,982-11.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 16.31% | 41.95%-25.6pp | 45.10%-28.8pp | 302.99%-286.7pp |
| Employer contribution / active EE | $768 | $4,976-84.6% | $3,919-80.4% | $4,763-83.9% |
| Participant deferral / active EE | $9,750 | $5,910+65.0% | $5,047+93.2% | $5,983+62.9% |
| Admin fee / account holder | $4,893 | $11,742-58.3% | $8,930-45.2% | $11,252-56.5% |