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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 | $128,700 | $111,535+15.4% | $105,223+22.3% | $137,256-6.2% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 17.73% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $617 | $3,939-84.3% | $3,689-83.3% | $4,156-85.2% |
| Participant deferral / active EE | $1,853 | $5,500-66.3% | $5,072-63.5% | $6,407-71.1% |
| Admin fee / account holder | $2,625 | $9,721-73.0% | $8,859-70.4% | $12,270-78.6% |