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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 | $126,124 | $93,345+35.1% | $119,126+5.9% | $87,485+44.2% |
| Participation rate | 37.9% | 68.7%-30.8pp | 75.8%-37.8pp | 68.9%-31.0pp |
| Annual return | 13.17% | 19.08%-5.9pp | 282.11%-268.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $762 | $3,172-76.0% | $4,034-81.1% | $2,596-70.6% |
| Participant deferral / active EE | $2,033 | $4,099-50.4% | $5,318-61.8% | $4,274-52.4% |
| Admin fee / account holder | $3,100 | $8,039-61.4% | $10,693-71.0% | $7,775-60.1% |