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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 | $137,431 | $129,737+5.9% | $119,126+15.4% | $154,746-11.2% |
| Participation rate | 27.3% | 78.9%-51.6pp | 75.8%-48.5pp | 80.7%-53.4pp |
| Annual return | 23.05% | 379.08%-356.0pp | 282.11%-259.1pp | 172.34%-149.3pp |
| Employer contribution / active EE | $430 | $4,375-90.2% | $4,034-89.3% | $4,379-90.2% |
| Participant deferral / active EE | $3,413 | $5,842-41.6% | $5,318-35.8% | $6,730-49.3% |
| Admin fee / account holder | $1,154 | $11,961-90.4% | $10,693-89.2% | $14,365-92.0% |