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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 | $144,541 | $100,003+44.5% | $146,685-1.5% | $85,856+68.4% |
| Participation rate | 22.6% | 73.1%-50.4pp | 80.1%-57.4pp | 69.3%-46.7pp |
| Annual return | 11.86% | 18.93%-7.1pp | 22.75%-10.9pp | 318.58%-306.7pp |
| Employer contribution / active EE | $571 | $2,559-77.7% | $4,137-86.2% | $2,565-77.7% |
| Participant deferral / active EE | $2,131 | $4,006-46.8% | $5,507-61.3% | $3,952-46.1% |
| Admin fee / account holder | $7,833 | $7,704+1.7% | $10,281-23.8% | $6,261+25.1% |