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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 | $155,946 | $93,345+67.1% | $119,126+30.9% | $87,485+78.3% |
| Participation rate | 18.6% | 68.7%-50.1pp | 75.8%-57.2pp | 68.9%-50.3pp |
| Annual return | 16.05% | 19.08%-3.0pp | 282.11%-266.1pp | 26.06%-10.0pp |
| Employer contribution / active EE | $748 | $3,172-76.4% | $4,034-81.5% | $2,596-71.2% |
| Participant deferral / active EE | $2,773 | $4,099-32.3% | $5,318-47.9% | $4,274-35.1% |
| Admin fee / account holder | $645 | $8,039-92.0% | $10,693-94.0% | $7,775-91.7% |