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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 | $143,377 | $106,247+34.9% | $96,515+48.6% | $139,466+2.8% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 15.67% | 38.47%-22.8pp | 35.73%-20.1pp | 373.66%-358.0pp |
| Employer contribution / active EE | $116 | $4,106-97.2% | $3,740-96.9% | $4,754-97.6% |
| Participant deferral / active EE | $2,475 | $5,456-54.6% | $4,880-49.3% | $6,712-63.1% |
| Admin fee / account holder | $929 | $7,885-88.2% | $6,735-86.2% | $11,409-91.9% |