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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 | $139,180 | $124,425+11.9% | $112,040+24.2% | $137,256+1.4% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 15.16% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $346 | $3,411-89.9% | $2,954-88.3% | $4,156-91.7% |
| Participant deferral / active EE | $3,154 | $5,718-44.9% | $5,098-38.1% | $6,407-50.8% |
| Admin fee / account holder | $420 | $15,207-97.2% | $12,098-96.5% | $12,270-96.6% |