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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 | $151,639 | $110,337+37.4% | $102,383+48.1% | $145,877+4.0% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 11.98% | 24.83%-12.9pp | 24.94%-13.0pp | 551.28%-539.3pp |
| Employer contribution / active EE | $831 | $4,216-80.3% | $3,870-78.5% | $4,663-82.2% |
| Participant deferral / active EE | $3,933 | $5,621-30.0% | $5,060-22.3% | $6,691-41.2% |
| Admin fee / account holder | $718 | $9,750-92.6% | $8,391-91.4% | $13,402-94.6% |