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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 | $148,847 | $183,592-18.9% | $155,574-4.3% | $145,877+2.0% |
| Participation rate | 42.1% | 82.7%-40.6pp | 78.2%-36.1pp | 80.3%-38.2pp |
| Annual return | 13.22% | 61.37%-48.2pp | 64.87%-51.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $649 | $5,317-87.8% | $4,676-86.1% | $4,663-86.1% |
| Participant deferral / active EE | $3,428 | $6,466-47.0% | $5,629-39.1% | $6,691-48.8% |
| Admin fee / account holder | $973 | $19,316-95.0% | $15,914-93.9% | $13,402-92.7% |