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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 | $178,984 | $110,410+62.1% | $102,437+74.7% | $145,897+22.7% |
| Participation rate | 7.7% | 77.9%-70.2pp | 74.5%-66.8pp | 80.3%-72.6pp |
| Annual return | 9.67% | 24.85%-15.2pp | 24.95%-15.3pp | 552.29%-542.6pp |
| Employer contribution / active EE | $277 | $4,217-93.4% | $3,871-92.8% | $4,663-94.1% |
| Participant deferral / active EE | $3,885 | $5,622-30.9% | $5,060-23.2% | $6,689-41.9% |
| Admin fee / account holder | $644 | $9,745-93.4% | $8,388-92.3% | $13,390-95.2% |