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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 | $163,875 | $103,387+58.5% | $87,102+88.1% | $152,885+7.2% |
| Participation rate | 30.0% | 79.4%-49.4pp | 76.9%-46.9pp | 82.5%-52.5pp |
| Annual return | 25.01% | 28.10%-3.1pp | 28.19%-3.2pp | 345.39%-320.4pp |
| Employer contribution / active EE | $123 | $3,221-96.2% | $2,521-95.1% | $4,763-97.4% |
| Participant deferral / active EE | $2,597 | $4,778-45.6% | $4,048-35.8% | $5,851-55.6% |
| Admin fee / account holder | $763 | $12,193-93.7% | $7,491-89.8% | $11,598-93.4% |