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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 | $135,492 | $106,247+27.5% | $96,515+40.4% | $139,466-2.8% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 15.69% | 38.47%-22.8pp | 35.73%-20.0pp | 373.66%-358.0pp |
| Employer contribution / active EE | $593 | $4,106-85.6% | $3,740-84.1% | $4,754-87.5% |
| Participant deferral / active EE | $5,093 | $5,456-6.6% | $4,880+4.4% | $6,712-24.1% |
| Admin fee / account holder | $1,124 | $7,885-85.7% | $6,735-83.3% | $11,409-90.1% |