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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 | $212,386-17.7% | $199,883-12.6% | $138,895+25.8% |
| Participation rate | 37.5% | 87.4%-49.9pp | 86.8%-49.3pp | 79.9%-42.4pp |
| Annual return | 14.16% | 47.75%-33.6pp | 43.81%-29.7pp | 145.39%-131.2pp |
| Employer contribution / active EE | $240 | $6,625-96.4% | $6,261-96.2% | $4,194-94.3% |
| Participant deferral / active EE | $3,920 | $9,617-59.2% | $9,138-57.1% | $6,396-38.7% |
| Admin fee / account holder | $1,308 | $18,233-92.8% | $17,268-92.4% | $12,562-89.6% |