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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 | $118,534 | $88,672+33.7% | $105,223+12.6% | $82,448+43.8% |
| Participation rate | 15.6% | 67.9%-52.3pp | 75.0%-59.4pp | 68.1%-52.4pp |
| Annual return | 20.79% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $726 | $3,048-76.2% | $3,689-80.3% | $2,551-71.5% |
| Participant deferral / active EE | $1,722 | $4,036-57.3% | $5,072-66.0% | $4,139-58.4% |
| Admin fee / account holder | $816 | $7,146-88.6% | $8,859-90.8% | $7,234-88.7% |