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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 | $125,232 | $58,275+114.9% | $81,844+53.0% | $80,935+54.7% |
| Participation rate | 29.1% | 63.5%-34.4pp | 72.4%-43.3pp | 67.7%-38.6pp |
| Annual return | 19.86% | 41.82%-22.0pp | 778.87%-759.0pp | 35.66%-15.8pp |
| Employer contribution / active EE | $170 | $2,346-92.8% | $2,916-94.2% | $2,757-93.9% |
| Participant deferral / active EE | $1,541 | $3,285-53.1% | $4,323-64.4% | $4,299-64.2% |
| Admin fee / account holder | $5,617 | $4,749+18.3% | $7,355-23.6% | $6,924-18.9% |