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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 | $147,611 | $48,053+207.2% | $84,628+74.4% | $72,975+102.3% |
| Participation rate | 9.1% | 57.6%-48.5pp | 68.2%-59.1pp | 69.5%-60.4pp |
| Annual return | 30.65% | 37.39%-6.7pp | 258.80%-228.1pp | 81.01%-50.4pp |
| Employer contribution / active EE | $122 | $1,602-92.4% | $2,653-95.4% | $2,440-95.0% |
| Participant deferral / active EE | $937 | $2,681-65.1% | $3,900-76.0% | $3,608-74.0% |
| Admin fee / account holder | $1,122 | $3,395-67.0% | $4,914-77.2% | $5,124-78.1% |