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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 | $147,010 | $81,276+80.9% | $155,574-5.5% | $80,925+81.7% |
| Participation rate | 31.9% | 66.2%-34.3pp | 78.2%-46.3pp | 67.7%-35.7pp |
| Annual return | 19.34% | 33.36%-14.0pp | 64.87%-45.5pp | 35.65%-16.3pp |
| Employer contribution / active EE | $208 | $3,103-93.3% | $4,676-95.5% | $2,756-92.4% |
| Participant deferral / active EE | $957 | $3,453-72.3% | $5,629-83.0% | $4,299-77.7% |
| Admin fee / account holder | $2,149 | $7,993-73.1% | $15,914-86.5% | $6,940-69.0% |