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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 | $210,670 | $228,352-7.7% | $185,835+13.4% | $158,966+32.5% |
| Participation rate | 14.3% | 82.3%-68.0pp | 78.0%-63.8pp | 82.0%-67.7pp |
| Annual return | 11.96% | 40.81%-28.8pp | 35.96%-24.0pp | 302.95%-291.0pp |
| Employer contribution / active EE | $133 | $4,967-97.3% | $4,087-96.7% | $4,762-97.2% |
| Participant deferral / active EE | $3,714 | $6,416-42.1% | $5,633-34.1% | $5,983-37.9% |
| Admin fee / account holder | $2,730 | $11,867-77.0% | $9,502-71.3% | $11,250-75.7% |