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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 | $133,214 | $88,672+50.2% | $105,223+26.6% | $82,448+61.6% |
| Participation rate | 7.4% | 67.9%-60.5pp | 75.0%-67.6pp | 68.1%-60.7pp |
| Annual return | 18.75% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $519 | $3,048-83.0% | $3,689-85.9% | $2,551-79.6% |
| Participant deferral / active EE | $2,287 | $4,036-43.3% | $5,072-54.9% | $4,139-44.8% |
| Admin fee / account holder | $505 | $7,146-92.9% | $8,859-94.3% | $7,234-93.0% |