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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 | $95,788 | $35,183+172.3% | $73,550+30.2% | $70,126+36.6% |
| Participation rate | 20.5% | 42.9%-22.4pp | 54.9%-34.4pp | 69.5%-49.0pp |
| Annual return | 22.01% | 26.90%-4.9pp | -15.16%+37.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,317 | $1,220+8.0% | $1,804-27.0% | $3,332-60.5% |
| Admin fee / account holder | $1,368 | $2,302-40.6% | $2,320-41.0% | $4,645-70.5% |