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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 | $92,663 | $57,057+62.4% | $85,009+9.0% | $80,874+14.6% |
| Participation rate | 4.2% | 56.4%-52.2pp | 67.5%-63.3pp | 67.6%-63.5pp |
| Annual return | 11.19% | 21.66%-10.5pp | 66.47%-55.3pp | 35.62%-24.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,487 | $3,112-52.2% | $4,522-67.1% | $4,297-65.4% |
| Admin fee / account holder | $2,226 | $4,986-55.4% | $6,153-63.8% | $6,935-67.9% |