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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 | $95,952 | $78,423+22.4% | $95,9640% | $79,856+20.2% |
| Participation rate | 54.3% | 73.5%-19.2pp | 77.1%-22.8pp | 69.6%-15.4pp |
| Annual return | 15.50% | 19.37%-3.9pp | 91.64%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $293 | $1,945-84.9% | $2,541-88.5% | $2,471-88.2% |
| Participant deferral / active EE | $2,457 | $3,440-28.6% | $4,167-41.0% | $3,741-34.3% |
| Admin fee / account holder | $3,032 | $5,622-46.1% | $6,797-55.4% | $5,306-42.9% |