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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 | $78,690+40.6% | $161,489-31.5% | $87,485+26.5% |
| Participation rate | 25.0% | 67.5%-42.5pp | 78.7%-53.7pp | 68.9%-43.9pp |
| Annual return | 18.68% | 32.74%-14.1pp | 89.72%-71.0pp | 26.06%-7.4pp |
| Employer contribution / active EE | $199 | $2,588-92.3% | $4,268-95.3% | $2,596-92.3% |
| Participant deferral / active EE | $1,959 | $3,311-40.8% | $5,630-65.2% | $4,274-54.2% |
| Admin fee / account holder | $26,577 | $6,724+295.3% | $16,006+66.0% | $7,775+241.8% |