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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 | $129,333 | $98,766+30.9% | $149,730-13.6% | $79,852+62.0% |
| Participation rate | 38.5% | 75.8%-37.3pp | 82.5%-44.0pp | 69.6%-31.2pp |
| Annual return | 38.36% | 27.43%+10.9pp | 276.70%-238.3pp | 31.72%+6.6pp |
| Employer contribution / active EE | $595 | $3,217-81.5% | $4,645-87.2% | $2,471-75.9% |
| Participant deferral / active EE | $2,633 | $5,681-53.6% | $6,843-61.5% | $3,740-29.6% |
| Admin fee / account holder | $667 | $6,052-89.0% | $9,310-92.8% | $5,306-87.4% |