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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 | $168,090 | $80,674+108.4% | $119,126+41.1% | $64,340+161.3% |
| Participation rate | 9.8% | 55.2%-45.5pp | 75.8%-66.0pp | 55.2%-45.5pp |
| Annual return | 17.06% | 26.86%-9.8pp | 282.11%-265.0pp | 24.14%-7.1pp |
| Employer contribution / active EE | $511 | $2,564-80.1% | $4,034-87.3% | $1,862-72.5% |
| Participant deferral / active EE | $1,795 | $3,053-41.2% | $5,318-66.3% | $2,980-39.8% |
| Admin fee / account holder | $1,178 | $4,559-74.2% | $10,693-89.0% | $3,703-68.2% |