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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 | $155,526 | $58,493+165.9% | $84,021+85.1% | $72,975+113.1% |
| Participation rate | 13.5% | 61.2%-47.7pp | 69.0%-55.5pp | 69.5%-56.0pp |
| Annual return | 17.74% | 28.93%-11.2pp | 71.32%-53.6pp | 81.01%-63.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,506 | $2,394-37.1% | $3,239-53.5% | $3,608-58.2% |
| Admin fee / account holder | $3,842 | $4,569-15.9% | $6,102-37.0% | $5,124-25.0% |