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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 | $155,706 | $62,583+148.8% | $76,767+102.8% | $64,173+142.6% |
| Participation rate | 33.3% | 72.8%-39.5pp | 77.0%-43.6pp | 69.6%-36.2pp |
| Annual return | -3.40% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $295 | $1,832-83.9% | $2,485-88.1% | $2,381-87.6% |
| Participant deferral / active EE | $1,883 | $3,145-40.1% | $3,852-51.1% | $3,470-45.7% |
| Admin fee / account holder | $4,773 | $4,667+2.3% | $6,675-28.5% | $4,887-2.3% |