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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 | $145,822 | $93,345+56.2% | $119,126+22.4% | $87,485+66.7% |
| Participation rate | 18.3% | 68.7%-50.4pp | 75.8%-57.5pp | 68.9%-50.6pp |
| Annual return | 17.43% | 19.08%-1.7pp | 282.11%-264.7pp | 26.06%-8.6pp |
| Employer contribution / active EE | $239 | $3,172-92.5% | $4,034-94.1% | $2,596-90.8% |
| Participant deferral / active EE | $2,446 | $4,099-40.3% | $5,318-54.0% | $4,274-42.8% |
| Admin fee / account holder | $660 | $8,039-91.8% | $10,693-93.8% | $7,775-91.5% |