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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 | $161,971 | $96,731+67.4% | $123,973+30.6% | $86,983+86.2% |
| Participation rate | 50.0% | 70.0%-20.0pp | 76.7%-26.7pp | 69.5%-19.5pp |
| Annual return | 15.34% | 17.33%-2.0pp | 388.13%-372.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $500 | $3,297-84.8% | $4,126-87.9% | $2,584-80.7% |
| Participant deferral / active EE | $4,577 | $4,152+10.2% | $5,247-12.8% | $4,194+9.1% |
| Admin fee / account holder | $5,425 | $8,722-37.8% | $11,799-54.0% | $7,856-30.9% |