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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 | $171,453 | $149,778+14.5% | $118,946+44.1% | $158,966+7.9% |
| Participation rate | 46.7% | 82.1%-35.4pp | 75.4%-28.7pp | 82.0%-35.3pp |
| Annual return | 17.32% | 19.95%-2.6pp | 35.89%-18.6pp | 302.95%-285.6pp |
| Employer contribution / active EE | $701 | $4,117-83.0% | $3,263-78.5% | $4,762-85.3% |
| Participant deferral / active EE | $3,750 | $5,225-28.2% | $4,266-12.1% | $5,983-37.3% |
| Admin fee / account holder | $882 | $8,604-89.8% | $6,581-86.6% | $11,250-92.2% |