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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 | $169,549 | $60,442+180.5% | $96,754+75.2% | $87,485+93.8% |
| Participation rate | 9.2% | 58.7%-49.5pp | 70.3%-61.1pp | 68.9%-59.7pp |
| Annual return | 20.42% | 21.97%-1.5pp | 82.04%-61.6pp | 26.06%-5.6pp |
| Employer contribution / active EE | $193 | $1,691-88.6% | $2,679-92.8% | $2,596-92.5% |
| Participant deferral / active EE | $1,041 | $3,280-68.3% | $4,758-78.1% | $4,274-75.6% |
| Admin fee / account holder | $991 | $5,069-80.5% | $8,905-88.9% | $7,775-87.3% |