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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 | $100,283 | $57,119+75.6% | $85,187+17.7% | $80,935+23.9% |
| Participation rate | 5.3% | 56.4%-51.1pp | 67.5%-62.3pp | 67.7%-62.4pp |
| Annual return | 11.01% | 21.70%-10.7pp | 66.67%-55.7pp | 35.66%-24.6pp |
| Employer contribution / active EE | $63 | $1,802-96.5% | $2,732-97.7% | $2,757-97.7% |
| Participant deferral / active EE | $954 | $3,115-69.4% | $4,525-78.9% | $4,299-77.8% |
| Admin fee / account holder | $1,830 | $4,990-63.3% | $6,162-70.3% | $6,924-73.6% |