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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 | $148,277 | $102,429+44.8% | $147,096+0.8% | $80,925+83.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 19.85% | 135.02%-115.2pp | 419.75%-399.9pp | 35.65%-15.8pp |
| Employer contribution / active EE | $778 | $3,716-79.1% | $4,936-84.2% | $2,756-71.8% |
| Participant deferral / active EE | $9,552 | $6,649+43.7% | $8,071+18.4% | $4,299+122.2% |
| Admin fee / account holder | $3,256 | $7,957-59.1% | $13,005-75.0% | $6,940-53.1% |