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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 | $143,231 | $99,652+43.7% | $78,778+81.8% | $147,586-3.0% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 15.41% | 47.28%-31.9pp | 35.62%-20.2pp | 578.59%-563.2pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,107 | $3,664-69.8% | $2,958-62.6% | $5,439-79.6% |
| Admin fee / account holder | $735 | $7,155-89.7% | $5,134-85.7% | $10,886-93.2% |