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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 | $161,308 | $78,690+105.0% | $161,489-0.1% | $87,485+84.4% |
| Participation rate | 10.0% | 67.5%-57.5pp | 78.7%-68.7pp | 68.9%-58.9pp |
| Annual return | 16.73% | 32.74%-16.0pp | 89.72%-73.0pp | 26.06%-9.3pp |
| Employer contribution / active EE | $289 | $2,588-88.8% | $4,268-93.2% | $2,596-88.9% |
| Participant deferral / active EE | $1,030 | $3,311-68.9% | $5,630-81.7% | $4,274-75.9% |
| Admin fee / account holder | $8,366 | $6,724+24.4% | $16,006-47.7% | $7,775+7.6% |