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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 | $102,154 | $51,638+97.8% | $68,368+49.4% | $82,448+23.9% |
| Participation rate | 44.0% | 63.6%-19.6pp | 73.8%-29.8pp | 68.1%-24.1pp |
| Annual return | 20.60% | 37.53%-16.9pp | 292.57%-272.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,590 | $2,914+91.9% | $4,123+35.6% | $4,139+35.0% |
| Admin fee / account holder | $2,676 | $4,643-42.4% | $5,150-48.0% | $7,234-63.0% |