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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 | $99,192 | $61,815+60.5% | $97,295+1.9% | $80,959+22.5% |
| Participation rate | 32.1% | 63.5%-31.4pp | 72.7%-40.6pp | 67.7%-35.6pp |
| Annual return | 23.23% | -558.73%+582.0pp | 75.62%-52.4pp | 35.67%-12.4pp |
| Employer contribution / active EE | $171 | $1,836-90.7% | $2,723-93.7% | $2,757-93.8% |
| Participant deferral / active EE | $1,793 | $3,027-40.8% | $4,264-57.9% | $4,300-58.3% |
| Admin fee / account holder | $1,467 | $5,166-71.6% | $5,646-74.0% | $6,925-78.8% |