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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 | $179,265 | $152,612+17.5% | $125,192+43.2% | $152,897+17.2% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 15.63% | 54.85%-39.2pp | 43.79%-28.2pp | 345.43%-329.8pp |
| Employer contribution / active EE | $933 | $4,947-81.1% | $3,866-75.9% | $4,764-80.4% |
| Participant deferral / active EE | $2,776 | $5,868-52.7% | $4,937-43.8% | $5,851-52.6% |
| Admin fee / account holder | $3,575 | $13,437-73.4% | $9,704-63.2% | $11,599-69.2% |