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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 | $129,825 | $63,861+103.3% | $104,625+24.1% | $79,852+62.6% |
| Participation rate | 53.7% | 64.9%-11.3pp | 74.1%-20.4pp | 69.6%-16.0pp |
| Annual return | 10.44% | 21.30%-10.9pp | 340.60%-330.2pp | 31.72%-21.3pp |
| Employer contribution / active EE | $44 | $1,588-97.2% | $2,681-98.4% | $2,471-98.2% |
| Participant deferral / active EE | $4,775 | $2,693+77.3% | $3,738+27.8% | $3,740+27.7% |
| Admin fee / account holder | $1,580 | $4,185-62.2% | $6,465-75.6% | $5,306-70.2% |