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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 | $154,946 | $157,304-1.5% | $141,197+9.7% | $152,909+1.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.82% | 64.34%-42.5pp | 71.41%-49.6pp | 345.46%-323.6pp |
| Employer contribution / active EE | $750 | $5,263-85.7% | $4,736-84.2% | $4,764-84.3% |
| Participant deferral / active EE | $3,869 | $7,111-45.6% | $6,710-42.3% | $5,851-33.9% |
| Admin fee / account holder | $9,144 | $12,126-24.6% | $10,265-10.9% | $11,601-21.2% |