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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 | $110,177 | $45,566+141.8% | $64,105+71.9% | $59,633+84.8% |
| Participation rate | 52.1% | 60.2%-8.1pp | 68.2%-16.1pp | 68.7%-16.6pp |
| Annual return | 0.97% | 4.95%-4.0pp | 791.24%-790.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,238 | $2,057-39.8% | $2,822-56.1% | $3,192-61.2% |
| Admin fee / account holder | $8,052 | $3,268+146.4% | $4,499+79.0% | $4,297+87.4% |