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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 | $116,033 | $71,197+63.0% | $93,669+23.9% | $80,925+43.4% |
| Participation rate | 11.1% | 60.4%-49.3pp | 68.7%-57.6pp | 67.7%-56.5pp |
| Annual return | 12.42% | 11.27%+1.2pp | 133.59%-121.2pp | 35.65%-23.2pp |
| Employer contribution / active EE | $258 | $1,565-83.5% | $2,424-89.4% | $2,756-90.6% |
| Participant deferral / active EE | $1,842 | $4,036-54.4% | $4,416-58.3% | $4,299-57.2% |
| Admin fee / account holder | $501 | $6,959-92.8% | $8,291-94.0% | $6,940-92.8% |