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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 | $112,273 | $99,994+12.3% | $146,643-23.4% | $85,847+30.8% |
| Participation rate | 31.3% | 73.1%-41.8pp | 80.1%-48.8pp | 69.3%-38.1pp |
| Annual return | 18.66% | 18.93%-0.3pp | 22.75%-4.1pp | 318.61%-299.9pp |
| Employer contribution / active EE | $450 | $2,559-82.4% | $4,137-89.1% | $2,565-82.4% |
| Participant deferral / active EE | $1,896 | $4,006-52.7% | $5,506-65.6% | $3,952-52.0% |
| Admin fee / account holder | $2,346 | $7,703-69.5% | $10,280-77.2% | $6,261-62.5% |