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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 | $145,202 | $129,737+11.9% | $119,126+21.9% | $154,746-6.2% |
| Participation rate | 16.7% | 78.9%-62.2pp | 75.8%-59.1pp | 80.7%-64.0pp |
| Annual return | 17.81% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.5pp |
| Employer contribution / active EE | $231 | $4,375-94.7% | $4,034-94.3% | $4,379-94.7% |
| Participant deferral / active EE | $2,689 | $5,842-54.0% | $5,318-49.4% | $6,730-60.0% |
| Admin fee / account holder | $20,753 | $11,961+73.5% | $10,693+94.1% | $14,365+44.5% |