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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 | $163,005 | $93,345+74.6% | $119,126+36.8% | $87,485+86.3% |
| Participation rate | 28.1% | 68.7%-40.7pp | 75.8%-47.7pp | 68.9%-40.9pp |
| Annual return | 18.19% | 19.08%-0.9pp | 282.11%-263.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $47 | $3,172-98.5% | $4,034-98.8% | $2,596-98.2% |
| Participant deferral / active EE | $2,903 | $4,099-29.2% | $5,318-45.4% | $4,274-32.1% |
| Admin fee / account holder | $2,721 | $8,039-66.2% | $10,693-74.6% | $7,775-65.0% |