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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 | $116,155 | $87,166+33.3% | $76,735+51.4% | $137,256-15.4% |
| Participation rate | 11.1% | 74.4%-63.2pp | 69.5%-58.4pp | 80.0%-68.8pp |
| Annual return | 19.67% | 26.50%-6.8pp | 29.77%-10.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $156 | $2,904-94.6% | $2,454-93.6% | $4,156-96.2% |
| Participant deferral / active EE | $1,559 | $4,726-67.0% | $4,088-61.9% | $6,407-75.7% |
| Admin fee / account holder | $2,184 | $8,403-74.0% | $7,189-69.6% | $12,270-82.2% |