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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 | $127,601 | $56,060+127.6% | $76,002+67.9% | $80,874+57.8% |
| Participation rate | 30.4% | 62.0%-31.6pp | 69.1%-38.6pp | 67.6%-37.2pp |
| Annual return | 11.86% | 20.54%-8.7pp | 360.07%-348.2pp | 35.62%-23.8pp |
| Employer contribution / active EE | $180 | $1,873-90.4% | $2,688-93.3% | $2,756-93.5% |
| Participant deferral / active EE | $2,833 | $3,051-7.2% | $4,257-33.4% | $4,297-34.1% |
| Admin fee / account holder | $4,601 | $5,237-12.2% | $6,414-28.3% | $6,935-33.7% |