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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 | $100,223 | $69,977+43.2% | $108,582-7.7% | $62,881+59.4% |
| Participation rate | 46.2% | 72.9%-26.7pp | 79.6%-33.4pp | 69.3%-23.2pp |
| Annual return | 11.17% | 10.73%+0.4pp | -51.70%+62.9pp | 20.14%-9.0pp |
| Employer contribution / active EE | $38 | $2,135-98.2% | $3,758-99.0% | $2,281-98.3% |
| Participant deferral / active EE | $2,317 | $3,165-26.8% | $4,311-46.2% | $3,203-27.6% |
| Admin fee / account holder | $19,517 | $5,076+284.5% | $7,645+155.3% | $4,296+354.3% |