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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 | $106,006 | $77,814+36.2% | $158,223-33.0% | $86,983+21.9% |
| Participation rate | 14.7% | 68.4%-53.7pp | 79.2%-64.5pp | 69.5%-54.8pp |
| Annual return | 15.82% | 30.54%-14.7pp | 52.09%-36.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $260 | $2,592-90.0% | $4,109-93.7% | $2,584-90.0% |
| Participant deferral / active EE | $963 | $3,270-70.6% | $5,467-82.4% | $4,194-77.0% |
| Admin fee / account holder | $790 | $5,879-86.6% | $16,047-95.1% | $7,856-89.9% |