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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 | $106,117 | $54,757+93.8% | $90,304+17.5% | $72,975+45.4% |
| Participation rate | 31.4% | 65.2%-33.8pp | 73.3%-41.9pp | 69.5%-38.1pp |
| Annual return | 21.44% | 30.63%-9.2pp | 78.13%-56.7pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,867 | $2,887-35.3% | $3,885-51.9% | $3,608-48.3% |
| Admin fee / account holder | $1,983 | $3,973-50.1% | $5,354-63.0% | $5,124-61.3% |