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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 | $166,434 | $57,073+191.6% | $85,126+95.5% | $80,925+105.7% |
| Participation rate | 18.6% | 56.4%-37.8pp | 67.5%-49.0pp | 67.7%-49.1pp |
| Annual return | 29.59% | 21.69%+7.9pp | 66.63%-37.0pp | 35.65%-6.1pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,109 | $3,113-64.4% | $4,523-75.5% | $4,299-74.2% |
| Admin fee / account holder | $474 | $4,988-90.5% | $6,160-92.3% | $6,940-93.2% |