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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 | $113,926 | $54,541+108.9% | $78,778+44.6% | $70,126+62.5% |
| Participation rate | 43.1% | 60.8%-17.7pp | 69.2%-26.1pp | 69.5%-26.4pp |
| Annual return | 49.94% | 21.07%+28.9pp | 35.62%+14.3pp | 73.15%-23.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,737 | $2,210+23.8% | $2,958-7.5% | $3,332-17.9% |
| Admin fee / account holder | $26,568 | $3,709+616.4% | $5,134+417.5% | $4,645+471.9% |