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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 | $111,465 | $125,797-11.4% | $170,043-34.4% | $75,173+48.3% |
| Participation rate | 48.0% | 83.6%-35.6pp | 87.0%-39.0pp | 67.2%-19.2pp |
| Annual return | 22.31% | 27.20%-4.9pp | 53.40%-31.1pp | 160.72%-138.4pp |
| Employer contribution / active EE | $850 | $4,616-81.6% | $6,790-87.5% | $2,671-68.2% |
| Participant deferral / active EE | $5,047 | $6,838-26.2% | $10,410-51.5% | $4,126+22.3% |
| Admin fee / account holder | $1,920 | $8,177-76.5% | $12,824-85.0% | $5,651-66.0% |