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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 | $152,949 | $96,508+58.5% | $75,901+101.5% | $152,8970% |
| Participation rate | 45.5% | 76.2%-30.7pp | 69.3%-23.8pp | 82.5%-37.0pp |
| Annual return | 16.58% | 33.99%-17.4pp | 30.76%-14.2pp | 345.43%-328.8pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,098 | $4,554-75.9% | $3,603-69.5% | $5,851-81.2% |
| Admin fee / account holder | $4,147 | $8,081-48.7% | $5,420-23.5% | $11,599-64.2% |