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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 | $129,832 | $53,128+144.4% | $86,582+50.0% | $70,126+85.1% |
| Participation rate | 26.7% | 65.3%-38.6pp | 73.5%-46.9pp | 69.5%-42.9pp |
| Annual return | 25.04% | 27.66%-2.6pp | 965.08%-940.0pp | 73.15%-48.1pp |
| Employer contribution / active EE | $72 | $2,068-96.5% | $2,839-97.5% | $2,343-96.9% |
| Participant deferral / active EE | $1,430 | $2,695-46.9% | $3,609-60.4% | $3,332-57.1% |
| Admin fee / account holder | $949 | $3,584-73.5% | $4,904-80.6% | $4,645-79.6% |