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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 | $118,935 | $63,703+86.7% | $93,063+27.8% | $82,448+44.3% |
| Participation rate | 47.4% | 63.8%-16.5pp | 72.1%-24.7pp | 68.1%-20.7pp |
| Annual return | 15.93% | -775.43%+791.4pp | 34.15%-18.2pp | 41.64%-25.7pp |
| Employer contribution / active EE | $177 | $1,729-89.7% | $2,476-92.8% | $2,551-93.0% |
| Participant deferral / active EE | $3,550 | $2,919+21.6% | $3,958-10.3% | $4,139-14.2% |
| Admin fee / account holder | $4,922 | $5,982-17.7% | $6,033-18.4% | $7,234-32.0% |