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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 | $119,972 | $73,107+64.1% | $114,563+4.7% | $87,485+37.1% |
| Participation rate | 27.3% | 65.8%-38.5pp | 72.9%-45.6pp | 68.9%-41.7pp |
| Annual return | 19.06% | 19.47%-0.4pp | 241.09%-222.0pp | 26.06%-7.0pp |
| Employer contribution / active EE | $138 | $1,881-92.7% | $2,592-94.7% | $2,596-94.7% |
| Participant deferral / active EE | $1,265 | $3,144-59.7% | $4,142-69.4% | $4,274-70.4% |
| Admin fee / account holder | $2,686 | $5,770-53.4% | $7,623-64.8% | $7,775-65.5% |