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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 | $135,713 | $65,027+108.7% | $90,970+49.2% | $79,852+70.0% |
| Participation rate | 42.5% | 61.6%-19.1pp | 69.0%-26.5pp | 69.6%-27.2pp |
| Annual return | 24.03% | 30.45%-6.4pp | 134.58%-110.6pp | 31.72%-7.7pp |
| Employer contribution / active EE | $62 | $1,247-95.0% | $2,122-97.1% | $2,471-97.5% |
| Participant deferral / active EE | $2,644 | $2,512+5.3% | $3,373-21.6% | $3,740-29.3% |
| Admin fee / account holder | $17,679 | $4,535+289.8% | $5,960+196.6% | $5,306+233.2% |