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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 | $154,429 | $41,377+273.2% | $109,313+41.3% | $62,881+145.6% |
| Participation rate | 5.8% | 57.5%-51.8pp | 71.3%-65.5pp | 69.3%-63.5pp |
| Annual return | 7.26% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $147 | $1,276-88.5% | $3,892-96.2% | $2,281-93.6% |
| Participant deferral / active EE | $901 | $2,045-55.9% | $3,166-71.5% | $3,203-71.9% |
| Admin fee / account holder | $498 | $2,884-82.7% | $5,666-91.2% | $4,296-88.4% |