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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 | $136,089 | $105,929+28.5% | $81,716+66.5% | $158,966-14.4% |
| Participation rate | 41.7% | 75.6%-33.9pp | 72.0%-30.3pp | 82.0%-40.3pp |
| Annual return | 10.66% | 38.19%-27.5pp | 29.49%-18.8pp | 302.95%-292.3pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,174 | $13,007-91.0% | $7,108-83.5% | $5,983-80.4% |
| Admin fee / account holder | $364 | $8,492-95.7% | $5,159-92.9% | $11,250-96.8% |