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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 | $164,262 | $78,690+108.7% | $161,489+1.7% | $87,485+87.8% |
| Participation rate | 7.4% | 67.5%-60.1pp | 78.7%-71.3pp | 68.9%-61.5pp |
| Annual return | 14.34% | 32.74%-18.4pp | 89.72%-75.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $179 | $2,588-93.1% | $4,268-95.8% | $2,596-93.1% |
| Participant deferral / active EE | $2,211 | $3,311-33.2% | $5,630-60.7% | $4,274-48.3% |
| Admin fee / account holder | $1,575 | $6,724-76.6% | $16,006-90.2% | $7,775-79.7% |