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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 | $159,823 | $171,272-6.7% | $127,803+25.1% | $152,897+4.5% |
| Participation rate | 27.3% | 83.5%-56.2pp | 79.0%-51.7pp | 82.5%-55.2pp |
| Annual return | 26.83% | 23.54%+3.3pp | 26.14%+0.7pp | 345.43%-318.6pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,037 | $7,043-56.9% | $6,023-49.6% | $5,851-48.1% |
| Admin fee / account holder | $347 | $14,540-97.6% | $9,399-96.3% | $11,599-97.0% |