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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 | $95,955 | $63,456+51.2% | $100,712-4.7% | $64,097+49.7% |
| Participation rate | 24.5% | 49.7%-25.2pp | 69.3%-44.8pp | 55.2%-30.7pp |
| Annual return | 13.21% | 19.65%-6.4pp | 33.27%-20.1pp | 34.64%-21.4pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,806 | $2,463+13.9% | $4,085-31.3% | $3,080-8.9% |
| Admin fee / account holder | $57,217 | $4,808+1090.1% | $9,256+518.1% | $3,454+1556.3% |