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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 | $77,814+111.1% | $158,223+3.8% | $86,983+88.8% |
| Participation rate | 7.4% | 68.4%-61.0pp | 79.2%-71.8pp | 69.5%-62.1pp |
| Annual return | 14.34% | 30.54%-16.2pp | 52.09%-37.7pp | 25.83%-11.5pp |
| Employer contribution / active EE | $179 | $2,592-93.1% | $4,109-95.7% | $2,584-93.1% |
| Participant deferral / active EE | $2,211 | $3,270-32.4% | $5,467-59.6% | $4,194-47.3% |
| Admin fee / account holder | $1,575 | $5,879-73.2% | $16,047-90.2% | $7,856-80.0% |