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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 | $121,853 | $77,908+56.4% | $149,696-18.6% | $75,173+62.1% |
| Participation rate | 26.7% | 65.6%-38.9pp | 78.8%-52.1pp | 67.2%-40.5pp |
| Annual return | 21.61% | 31.73%-10.1pp | 134.46%-112.8pp | 160.72%-139.1pp |
| Employer contribution / active EE | $240 | $3,138-92.4% | $4,821-95.0% | $2,671-91.0% |
| Participant deferral / active EE | $1,749 | $3,411-48.7% | $5,682-69.2% | $4,126-57.6% |
| Admin fee / account holder | $8,305 | $5,950+39.6% | $13,212-37.1% | $5,651+47.0% |