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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 | $104,573 | $77,677+34.6% | $109,173-4.2% | $79,391+31.7% |
| Participation rate | 27.7% | 67.8%-40.1pp | 75.9%-48.2pp | 70.7%-43.0pp |
| Annual return | 14.69% | 23.44%-8.8pp | 25.75%-11.1pp | 116.88%-102.2pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,872 | $3,517-46.8% | $4,654-59.8% | $4,046-53.7% |
| Admin fee / account holder | $14,311 | $732+1853.8% | $6,755+111.9% | $627+2184.2% |