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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 | $101,405 | $76,407+32.7% | $150,298-32.5% | $82,448+23.0% |
| Participation rate | 9.4% | 66.4%-57.0pp | 77.8%-68.4pp | 68.1%-58.7pp |
| Annual return | 17.81% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $185 | $2,614-92.9% | $4,154-95.5% | $2,551-92.7% |
| Participant deferral / active EE | $881 | $3,214-72.6% | $5,453-83.8% | $4,139-78.7% |
| Admin fee / account holder | $5,417 | $6,352-14.7% | $14,116-61.6% | $7,234-25.1% |