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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 | $162,261 | $78,670+106.3% | $109,173+48.6% | $85,847+89.0% |
| Participation rate | 17.1% | 68.3%-51.1pp | 75.9%-58.7pp | 69.3%-52.2pp |
| Annual return | 16.92% | 25.09%-8.2pp | 25.75%-8.8pp | 318.61%-301.7pp |
| Employer contribution / active EE | $382 | $2,734-86.0% | $3,723-89.7% | $2,565-85.1% |
| Participant deferral / active EE | $1,720 | $3,467-50.4% | $4,654-63.0% | $3,952-56.5% |
| Admin fee / account holder | $2,351 | $5,469-57.0% | $6,755-65.2% | $6,261-62.5% |