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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 | $168,586 | $124,330+35.6% | $109,173+54.4% | $167,536+0.6% |
| Participation rate | 28.6% | 79.5%-50.9pp | 75.9%-47.3pp | 82.1%-53.5pp |
| Annual return | 13.13% | 26.04%-12.9pp | 25.75%-12.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $703 | $4,209-83.3% | $3,723-81.1% | $4,839-85.5% |
| Participant deferral / active EE | $3,482 | $5,256-33.8% | $4,654-25.2% | $6,342-45.1% |
| Admin fee / account holder | $5,512 | $7,974-30.9% | $6,755-18.4% | $12,315-55.2% |