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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 | $159,800 | $107,809+48.2% | $97,032+64.7% | $155,188+3.0% |
| Participation rate | 11.1% | 75.5%-64.4pp | 71.6%-60.5pp | 80.8%-69.7pp |
| Annual return | 0.00% | 38.06%-38.1pp | 35.38%-35.4pp | 148.84%-148.8pp |
| Employer contribution / active EE | $71 | $2,911-97.6% | $2,629-97.3% | $4,248-98.3% |
| Participant deferral / active EE | $1,414 | $5,129-72.4% | $4,672-69.7% | $6,531-78.3% |
| Admin fee / account holder | $993 | $10,717-90.7% | $9,418-89.5% | $14,480-93.1% |