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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 | $103,297 | $81,331+27.0% | $155,534-33.6% | $80,935+27.6% |
| Participation rate | 16.3% | 66.3%-49.9pp | 78.2%-61.9pp | 67.7%-51.3pp |
| Annual return | 11.52% | 33.37%-21.9pp | 64.92%-53.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $333 | $3,105-89.3% | $4,675-92.9% | $2,757-87.9% |
| Participant deferral / active EE | $1,523 | $3,454-55.9% | $5,630-73.0% | $4,299-64.6% |
| Admin fee / account holder | $2,979 | $7,999-62.8% | $15,900-81.3% | $6,924-57.0% |