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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 | $55,617 | $49,796+11.7% | $136,867-59.4% | $69,255-19.7% |
| Participation rate | 20.7% | 62.1%-41.3pp | 74.5%-53.8pp | 69.0%-48.3pp |
| Annual return | 14.47% | 12.45%+2.0pp | 42.97%-28.5pp | 26.73%-12.3pp |
| Employer contribution / active EE | $198 | $2,044-90.3% | $3,547-94.4% | $2,645-92.5% |
| Participant deferral / active EE | $1,216 | $2,062-41.0% | $4,924-75.3% | $2,890-57.9% |
| Admin fee / account holder | $3,868 | $484+699.0% | $10,340-62.6% | $733+427.8% |