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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 | $145,844 | $106,247+37.3% | $96,515+51.1% | $139,466+4.6% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 18.96% | 38.47%-19.5pp | 35.73%-16.8pp | 373.66%-354.7pp |
| Employer contribution / active EE | $796 | $4,106-80.6% | $3,740-78.7% | $4,754-83.3% |
| Participant deferral / active EE | $1,990 | $5,456-63.5% | $4,880-59.2% | $6,712-70.3% |
| Admin fee / account holder | $583 | $7,885-92.6% | $6,735-91.3% | $11,409-94.9% |