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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 | $172,313 | $104,664+64.6% | $85,693+101.1% | $167,518+2.9% |
| Participation rate | 31.8% | 76.4%-44.5pp | 69.9%-38.0pp | 82.1%-50.3pp |
| Annual return | 18.47% | 21.45%-3.0pp | 21.49%-3.0pp | 478.71%-460.2pp |
| Employer contribution / active EE | $146 | $3,337-95.6% | $2,618-94.4% | $4,838-97.0% |
| Participant deferral / active EE | $1,139 | $4,824-76.4% | $3,923-71.0% | $6,342-82.0% |
| Admin fee / account holder | $468 | $10,032-95.3% | $6,874-93.2% | $12,312-96.2% |