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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 | $139,040 | $25,014+455.8% | $69,632+99.7% | $80,959+71.7% |
| Participation rate | 22.8% | 64.2%-41.4pp | 66.4%-43.6pp | 67.7%-44.9pp |
| Annual return | 21.80% | 19.08%+2.7pp | 101.32%-79.5pp | 35.67%-13.9pp |
| Employer contribution / active EE | $79 | $991-92.0% | $1,708-95.4% | $2,757-97.1% |
| Participant deferral / active EE | $1,328 | $1,840-27.8% | $2,889-54.0% | $4,300-69.1% |
| Admin fee / account holder | $2,519 | $2,491+1.1% | $4,695-46.4% | $6,925-63.6% |