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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 | $145,402 | $112,729+29.0% | $98,716+47.3% | $137,256+5.9% |
| Participation rate | 11.8% | 74.2%-62.5pp | 69.3%-57.5pp | 80.0%-68.2pp |
| Annual return | 11.55% | 38.48%-26.9pp | 31.81%-20.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $82 | $2,725-97.0% | $2,279-96.4% | $4,156-98.0% |
| Participant deferral / active EE | $3,310 | $4,640-28.7% | $4,048-18.2% | $6,407-48.3% |
| Admin fee / account holder | $23,967 | $10,129+136.6% | $8,703+175.4% | $12,270+95.3% |