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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 | $129,287 | $86,288+49.8% | $111,306+16.2% | $85,851+50.6% |
| Participation rate | 34.1% | 73.3%-39.2pp | 77.3%-43.2pp | 69.3%-35.2pp |
| Annual return | 14.06% | 19.99%-5.9pp | 54.67%-40.6pp | 318.63%-304.6pp |
| Employer contribution / active EE | $420 | $2,044-79.4% | $2,732-84.6% | $2,565-83.6% |
| Participant deferral / active EE | $2,663 | $3,641-26.9% | $4,488-40.7% | $3,952-32.6% |
| Admin fee / account holder | $6,508 | $8,189-20.5% | $7,966-18.3% | $6,261+4.0% |