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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 | $177,409 | $185,905-4.6% | $170,057+4.3% | $139,487+27.2% |
| Participation rate | 55.6% | 87.8%-32.2pp | 87.0%-31.5pp | 80.3%-24.8pp |
| Annual return | 15.04% | 60.56%-45.5pp | 53.42%-38.4pp | 373.84%-358.8pp |
| Employer contribution / active EE | $249 | $7,597-96.7% | $6,790-96.3% | $4,755-94.8% |
| Participant deferral / active EE | $4,980 | $11,627-57.2% | $10,411-52.2% | $6,713-25.8% |
| Admin fee / account holder | $3,290 | $15,397-78.6% | $12,826-74.3% | $11,407-71.2% |