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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 | $93,345+42.7% | $119,126+11.8% | $87,485+52.3% |
| Participation rate | 7.4% | 68.7%-61.3pp | 75.8%-68.4pp | 68.9%-61.5pp |
| Annual return | 18.75% | 19.08%-0.3pp | 282.11%-263.4pp | 26.06%-7.3pp |
| Employer contribution / active EE | $519 | $3,172-83.6% | $4,034-87.1% | $2,596-80.0% |
| Participant deferral / active EE | $2,287 | $4,099-44.2% | $5,318-57.0% | $4,274-46.5% |
| Admin fee / account holder | $505 | $8,039-93.7% | $10,693-95.3% | $7,775-93.5% |