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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 | $107,453 | $29,051+269.9% | $52,425+105.0% | $67,986+58.1% |
| Participation rate | 3.0% | 30.4%-27.5pp | 55.6%-52.7pp | 57.2%-54.2pp |
| Annual return | 17.66% | 24.00%-6.3pp | 302.12%-284.5pp | 31.67%-14.0pp |
| Employer contribution / active EE | $15 | $412-96.4% | $914-98.4% | $2,019-99.3% |
| Participant deferral / active EE | $312 | $873-64.2% | $1,790-82.6% | $3,358-90.7% |
| Admin fee / account holder | $424 | $2,113-79.9% | $2,495-83.0% | $3,203-86.8% |