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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 | $134,658 | $103,966+29.5% | $112,899+19.3% | $75,173+79.1% |
| Participation rate | 26.6% | 75.7%-49.1pp | 80.5%-54.0pp | 67.2%-40.6pp |
| Annual return | 15.59% | 24.54%-9.0pp | 34.11%-18.5pp | 160.72%-145.1pp |
| Employer contribution / active EE | $203 | $3,870-94.7% | $4,566-95.5% | $2,671-92.4% |
| Participant deferral / active EE | $2,034 | $5,456-62.7% | $6,516-68.8% | $4,126-50.7% |
| Admin fee / account holder | $4,932 | $7,663-35.6% | $7,047-30.0% | $5,651-12.7% |