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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 | $118,667 | $77,574+53.0% | $108,753+9.1% | $86,983+36.4% |
| Participation rate | 19.2% | 62.3%-43.1pp | 71.1%-51.9pp | 69.5%-50.3pp |
| Annual return | 13.34% | 18.42%-5.1pp | 37.47%-24.1pp | 25.83%-12.5pp |
| Employer contribution / active EE | $136 | $1,611-91.5% | $2,427-94.4% | $2,584-94.7% |
| Participant deferral / active EE | $2,048 | $3,128-34.5% | $4,115-50.2% | $4,194-51.2% |
| Admin fee / account holder | $833 | $6,529-87.2% | $10,320-91.9% | $7,856-89.4% |