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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 | $88,672+75.9% | $105,223+48.2% | $82,448+89.1% |
| Participation rate | 18.6% | 67.9%-49.3pp | 75.0%-56.4pp | 68.1%-49.5pp |
| Annual return | 16.05% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $748 | $3,048-75.5% | $3,689-79.7% | $2,551-70.7% |
| Participant deferral / active EE | $2,773 | $4,036-31.3% | $5,072-45.3% | $4,139-33.0% |
| Admin fee / account holder | $645 | $7,146-91.0% | $8,859-92.7% | $7,234-91.1% |