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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 | $112,883 | $72,177+56.4% | $115,038-1.9% | $59,633+89.3% |
| Participation rate | 42.9% | 72.6%-29.7pp | 81.4%-38.5pp | 68.7%-25.8pp |
| Annual return | 27.39% | 12.02%+15.4pp | 26.14%+1.3pp | 2041.45%-2014.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,043 | $4,783-36.4% | $6,026-49.5% | $3,192-4.7% |
| Admin fee / account holder | $11,916 | $4,927+141.9% | $8,175+45.8% | $4,297+177.3% |