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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 | $174,723 | $209,336-16.5% | $197,124-11.4% | $137,256+27.3% |
| Participation rate | 37.5% | 87.3%-49.8pp | 86.7%-49.2pp | 80.0%-42.5pp |
| Annual return | 14.16% | 48.09%-33.9pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $240 | $6,591-96.4% | $6,227-96.2% | $4,156-94.2% |
| Participant deferral / active EE | $3,920 | $9,614-59.2% | $9,135-57.1% | $6,407-38.8% |
| Admin fee / account holder | $1,308 | $17,308-92.4% | $16,298-92.0% | $12,270-89.3% |