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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 | $154,258 | $211,288-27.0% | $178,540-13.6% | $145,884+5.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.55% | 30.27%-15.7pp | 27.15%-12.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $577 | $4,574-87.4% | $3,953-85.4% | $4,662-87.6% |
| Participant deferral / active EE | $1,295 | $6,967-81.4% | $6,281-79.4% | $6,690-80.6% |
| Admin fee / account holder | $767 | $12,105-93.7% | $10,424-92.6% | $13,392-94.3% |