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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 | $110,639 | $76,407+44.8% | $150,298-26.4% | $82,448+34.2% |
| Participation rate | 25.0% | 66.4%-41.4pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 18.68% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $199 | $2,614-92.4% | $4,154-95.2% | $2,551-92.2% |
| Participant deferral / active EE | $1,959 | $3,214-39.0% | $5,453-64.1% | $4,139-52.7% |
| Admin fee / account holder | $26,577 | $6,352+318.4% | $14,116+88.3% | $7,234+267.4% |