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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 | $179,739 | $115,225+56.0% | $100,712+78.5% | $138,895+29.4% |
| Participation rate | 27.3% | 74.3%-47.1pp | 69.3%-42.0pp | 79.9%-52.6pp |
| Annual return | 17.53% | 40.35%-22.8pp | 33.27%-15.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $57 | $2,771-97.9% | $2,313-97.5% | $4,194-98.6% |
| Participant deferral / active EE | $2,091 | $4,699-55.5% | $4,085-48.8% | $6,396-67.3% |
| Admin fee / account holder | $2,942 | $10,844-72.9% | $9,256-68.2% | $12,562-76.6% |