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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 | $132,950 | $87,132+52.6% | $105,624+25.9% | $80,959+64.2% |
| Participation rate | 31.4% | 70.4%-39.0pp | 75.3%-43.8pp | 67.7%-36.2pp |
| Annual return | 17.66% | 17.03%+0.6pp | 116.20%-98.5pp | 35.67%-18.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,977 | $3,985-25.3% | $5,013-40.6% | $4,300-30.8% |
| Admin fee / account holder | $3,394 | $8,449-59.8% | $10,961-69.0% | $6,925-51.0% |