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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 | $81,153 | $61,815+31.3% | $97,295-16.6% | $80,959+0.2% |
| Participation rate | 12.9% | 63.5%-50.6pp | 72.7%-59.8pp | 67.7%-54.8pp |
| Annual return | 16.77% | -558.73%+575.5pp | 75.62%-58.9pp | 35.67%-18.9pp |
| Employer contribution / active EE | $352 | $1,836-80.8% | $2,723-87.1% | $2,757-87.2% |
| Participant deferral / active EE | $1,672 | $3,027-44.8% | $4,264-60.8% | $4,300-61.1% |
| Admin fee / account holder | $1,460 | $5,166-71.7% | $5,646-74.1% | $6,925-78.9% |