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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 | $239,394 | $110,337+117.0% | $102,383+133.8% | $145,877+64.1% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 11.40% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $171 | $4,216-95.9% | $3,870-95.6% | $4,663-96.3% |
| Participant deferral / active EE | $1,684 | $5,621-70.0% | $5,060-66.7% | $6,691-74.8% |
| Admin fee / account holder | $13,184 | $9,750+35.2% | $8,391+57.1% | $13,402-1.6% |