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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 | $185,669 | $57,140+224.9% | $85,240+117.8% | $80,959+129.3% |
| Participation rate | 7.7% | 56.4%-48.7pp | 67.5%-59.8pp | 67.7%-60.0pp |
| Annual return | 14.63% | 21.71%-7.1pp | 66.75%-52.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $220 | $1,802-87.8% | $2,735-91.9% | $2,757-92.0% |
| Participant deferral / active EE | $1,082 | $3,115-65.3% | $4,527-76.1% | $4,300-74.8% |
| Admin fee / account holder | $414,620 | $4,992+8205.9% | $6,165+6625.6% | $6,925+5887.0% |