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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 | $142,617 | $162,821-12.4% | $133,978+6.4% | $158,982-10.3% |
| Participation rate | 55.0% | 83.2%-28.2pp | 79.8%-24.8pp | 82.0%-27.0pp |
| Annual return | 13.16% | 41.95%-28.8pp | 45.10%-31.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $780 | $4,976-84.3% | $3,919-80.1% | $4,763-83.6% |
| Participant deferral / active EE | $3,981 | $5,910-32.6% | $5,047-21.1% | $5,983-33.5% |
| Admin fee / account holder | $2,396 | $11,742-79.6% | $8,930-73.2% | $11,252-78.7% |