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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 | $131,666 | $69,977+88.2% | $108,582+21.3% | $62,881+109.4% |
| Participation rate | 40.6% | 72.9%-32.3pp | 79.6%-38.9pp | 69.3%-28.7pp |
| Annual return | 25.26% | 10.73%+14.5pp | -51.70%+77.0pp | 20.14%+5.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,638 | $3,165-16.6% | $4,311-38.8% | $3,203-17.6% |
| Admin fee / account holder | $3,314 | $5,076-34.7% | $7,645-56.7% | $4,296-22.9% |