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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 | $134,268 | $116,203+15.5% | $93,621+43.4% | $152,897-12.2% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.8%-12.2pp | 82.5%-18.8pp |
| Annual return | 20.30% | 35.96%-15.7pp | 32.76%-12.5pp | 345.43%-325.1pp |
| Employer contribution / active EE | $368 | $3,219-88.6% | $2,719-86.5% | $4,764-92.3% |
| Participant deferral / active EE | $2,380 | $4,605-48.3% | $4,070-41.5% | $5,851-59.3% |
| Admin fee / account holder | $938 | $10,751-91.3% | $7,890-88.1% | $11,599-91.9% |